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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 | $183,627-14.8% | $155,602+0.5% | $145,978+7.1% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 8.79% | 61.32%-52.5pp | 64.81%-56.0pp | 550.52%-541.7pp |
| Employer contribution / active EE | $1,859 | $5,316-65.0% | $4,675-60.2% | $4,662-60.1% |
| Participant deferral / active EE | $7,044 | $6,466+9.0% | $5,629+25.2% | $6,690+5.3% |
| Admin fee / account holder | $647 | $19,327-96.7% | $15,923-95.9% | $13,400-95.2% |