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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 | $183,516-15.1% | $155,534+0.1% | $145,884+6.7% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 20.03% | 61.43%-41.4pp | 64.92%-44.9pp | 551.85%-531.8pp |
| Employer contribution / active EE | $1,697 | $5,315-68.1% | $4,675-63.7% | $4,662-63.6% |
| Participant deferral / active EE | $6,981 | $6,467+8.0% | $5,630+24.0% | $6,690+4.4% |
| Admin fee / account holder | $14,199 | $19,293-26.4% | $15,900-10.7% | $13,392+6.0% |