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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 | $154,965 | $201,259-23.0% | $184,200-15.9% | $145,959+6.2% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 19.59% | 28.98%-9.4pp | 28.80%-9.2pp | 561.95%-542.4pp |
| Employer contribution / active EE | $3,656 | $7,018-47.9% | $6,424-43.1% | $4,661-21.6% |
| Participant deferral / active EE | $6,907 | $9,806-29.6% | $9,132-24.4% | $6,689+3.3% |
| Admin fee / account holder | $856 | $16,372-94.8% | $13,907-93.8% | $13,398-93.6% |