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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 | $142,300 | $185,312-23.2% | $161,489-11.9% | $154,746-8.0% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 16.08% | 103.84%-87.8pp | 89.72%-73.6pp | 172.34%-156.3pp |
| Employer contribution / active EE | $3,171 | $4,769-33.5% | $4,268-25.7% | $4,379-27.6% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $12,076 | $18,654-35.3% | $16,006-24.6% | $14,365-15.9% |