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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 | $149,031 | $157,304-5.3% | $141,197+5.5% | $152,909-2.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 21.90% | 64.34%-42.4pp | 71.41%-49.5pp | 345.46%-323.6pp |
| Employer contribution / active EE | $2,783 | $5,263-47.1% | $4,736-41.2% | $4,764-41.6% |
| Participant deferral / active EE | $8,127 | $7,111+14.3% | $6,710+21.1% | $5,851+38.9% |
| Admin fee / account holder | $1,004 | $12,126-91.7% | $10,265-90.2% | $11,601-91.3% |