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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 | $164,454 | $152,612+7.8% | $125,192+31.4% | $152,897+7.6% |
| Participation rate | 78.6% | 83.3%-4.8pp | 79.8%-1.2pp | 82.5%-3.9pp |
| Annual return | 21.36% | 54.85%-33.5pp | 43.79%-22.4pp | 345.43%-324.1pp |
| Employer contribution / active EE | $2,136 | $4,947-56.8% | $3,866-44.7% | $4,764-55.2% |
| Participant deferral / active EE | $6,345 | $5,868+8.1% | $4,937+28.5% | $5,851+8.4% |
| Admin fee / account holder | $818 | $13,437-93.9% | $9,704-91.6% | $11,599-93.0% |