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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 | $168,133 | $227,399-26.1% | $189,758-11.4% | $198,609-15.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 11.44% | 61.03%-49.6pp | 52.62%-41.2pp | 202.70%-191.3pp |
| Employer contribution / active EE | $2,453 | $5,526-55.6% | $4,767-48.5% | $5,055-51.5% |
| Participant deferral / active EE | $13,370 | $6,837+95.6% | $5,856+128.3% | $6,977+91.6% |
| Admin fee / account holder | $3,117 | $25,162-87.6% | $20,388-84.7% | $19,030-83.6% |