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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,307 | $183,592-11.0% | $155,574+5.0% | $145,877+11.9% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 16.70% | 61.37%-44.7pp | 64.87%-48.2pp | 551.28%-534.6pp |
| Employer contribution / active EE | $3,179 | $5,317-40.2% | $4,676-32.0% | $4,663-31.8% |
| Participant deferral / active EE | $5,989 | $6,466-7.4% | $5,629+6.4% | $6,691-10.5% |
| Admin fee / account holder | $5,398 | $19,316-72.1% | $15,914-66.1% | $13,402-59.7% |