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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 | $154,657 | $166,089-6.9% | $164,928-6.2% | $145,978+5.9% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 10.54% | 100.26%-89.7pp | 70.08%-59.5pp | 550.52%-540.0pp |
| Employer contribution / active EE | $1,599 | $5,276-69.7% | $4,343-63.2% | $4,662-65.7% |
| Participant deferral / active EE | $3,603 | $6,961-48.2% | $6,034-40.3% | $6,690-46.1% |
| Admin fee / account holder | $3,295 | $16,641-80.2% | $12,684-74.0% | $13,400-75.4% |