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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 | $150,166 | $185,312-19.0% | $161,489-7.0% | $154,746-3.0% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 14.81% | 103.84%-89.0pp | 89.72%-74.9pp | 172.34%-157.5pp |
| Employer contribution / active EE | $2,688 | $4,769-43.6% | $4,268-37.0% | $4,379-38.6% |
| Participant deferral / active EE | $5,869 | $6,350-7.6% | $5,630+4.2% | $6,730-12.8% |
| Admin fee / account holder | $101,895 | $18,654+446.2% | $16,006+536.6% | $14,365+609.3% |