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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 | $155,729 | $183,592-15.2% | $155,567+0.1% | $145,959+6.7% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 20.03% | 61.24%-41.2pp | 64.74%-44.7pp | 561.95%-541.9pp |
| Employer contribution / active EE | $1,697 | $5,315-68.1% | $4,674-63.7% | $4,661-63.6% |
| Participant deferral / active EE | $6,981 | $6,464+8.0% | $5,628+24.1% | $6,689+4.4% |
| Admin fee / account holder | $14,199 | $19,318-26.5% | $15,916-10.8% | $13,398+6.0% |