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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 | $163,659 | $157,276+4.1% | $141,177+15.9% | $152,885+7.0% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 24.70% | 64.33%-39.6pp | 71.40%-46.7pp | 345.39%-320.7pp |
| Employer contribution / active EE | $6,129 | $5,262+16.5% | $4,736+29.4% | $4,763+28.7% |
| Participant deferral / active EE | $4,186 | $7,110-41.1% | $6,710-37.6% | $5,851-28.5% |
| Admin fee / account holder | $2,199 | $12,123-81.9% | $10,263-78.6% | $11,598-81.0% |