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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 | $155,179 | $183,592-15.5% | $155,567-0.2% | $145,959+6.3% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 9.37% | 61.24%-51.9pp | 64.74%-55.4pp | 561.95%-552.6pp |
| Employer contribution / active EE | $6,679 | $5,315+25.7% | $4,674+42.9% | $4,661+43.3% |
| Participant deferral / active EE | $6,168 | $6,464-4.6% | $5,628+9.6% | $6,689-7.8% |
| Admin fee / account holder | $2,777 | $19,318-85.6% | $15,916-82.6% | $13,398-79.3% |