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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 | $169,653 | $227,399-25.4% | $189,758-10.6% | $198,609-14.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 79.8%+3.5pp | 82.4%+1.0pp |
| Annual return | 14.94% | 61.03%-46.1pp | 52.62%-37.7pp | 202.70%-187.8pp |
| Employer contribution / active EE | $3,735 | $5,526-32.4% | $4,767-21.6% | $5,055-26.1% |
| Participant deferral / active EE | $8,458 | $6,837+23.7% | $5,856+44.4% | $6,977+21.2% |
| Admin fee / account holder | $1,206 | $25,162-95.2% | $20,388-94.1% | $19,030-93.7% |