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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 | $181,468 | $183,592-1.2% | $155,574+16.6% | $145,877+24.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.07% | 61.37%-48.3pp | 64.87%-51.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $2,810 | $5,317-47.2% | $4,676-39.9% | $4,663-39.7% |
| Participant deferral / active EE | $8,468 | $6,466+31.0% | $5,629+50.4% | $6,691+26.6% |
| Admin fee / account holder | $2,732 | $19,316-85.9% | $15,914-82.8% | $13,402-79.6% |