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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% | $155,574-0.3% | $145,877+6.4% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 9.37% | 61.37%-52.0pp | 64.87%-55.5pp | 551.28%-541.9pp |
| Employer contribution / active EE | $6,679 | $5,317+25.6% | $4,676+42.8% | $4,663+43.2% |
| Participant deferral / active EE | $6,168 | $6,466-4.6% | $5,629+9.6% | $6,691-7.8% |
| Admin fee / account holder | $2,777 | $19,316-85.6% | $15,914-82.6% | $13,402-79.3% |