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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 | $155,777 | $157,304-1.0% | $141,197+10.3% | $152,909+1.9% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.5%+13.4pp |
| Annual return | 16.42% | 64.34%-47.9pp | 71.41%-55.0pp | 345.46%-329.0pp |
| Employer contribution / active EE | $2,006 | $5,263-61.9% | $4,736-57.7% | $4,764-57.9% |
| Participant deferral / active EE | $3,181 | $7,111-55.3% | $6,710-52.6% | $5,851-45.6% |
| Admin fee / account holder | $11,837 | $12,126-2.4% | $10,265+15.3% | $11,601+2.0% |