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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 | $147,533 | $154,193-4.3% | $130,045+13.4% | $139,466+5.8% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 15.85% | 32.51%-16.7pp | -137.30%+153.2pp | 373.66%-357.8pp |
| Employer contribution / active EE | $3,405 | $5,292-35.6% | $4,321-21.2% | $4,754-28.4% |
| Participant deferral / active EE | $8,877 | $6,709+32.3% | $5,820+52.5% | $6,712+32.3% |
| Admin fee / account holder | $680 | $13,989-95.1% | $10,600-93.6% | $11,409-94.0% |