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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 | $156,378 | $183,516-14.8% | $155,534+0.5% | $145,884+7.2% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 8.79% | 61.43%-52.6pp | 64.92%-56.1pp | 551.85%-543.1pp |
| Employer contribution / active EE | $1,859 | $5,315-65.0% | $4,675-60.2% | $4,662-60.1% |
| Participant deferral / active EE | $7,044 | $6,467+8.9% | $5,630+25.1% | $6,690+5.3% |
| Admin fee / account holder | $647 | $19,293-96.6% | $15,900-95.9% | $13,392-95.2% |