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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 | $95,748 | $176,105-45.6% | $159,474-40.0% | $167,536-42.8% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 15.82% | 331.91%-316.1pp | 263.68%-247.9pp | 478.82%-463.0pp |
| Employer contribution / active EE | $5,331 | $5,299+0.6% | $4,831+10.3% | $4,839+10.2% |
| Participant deferral / active EE | $8,220 | $7,751+6.0% | $7,353+11.8% | $6,342+29.6% |
| Admin fee / account holder | $1,054 | $12,559-91.6% | $10,802-90.2% | $12,315-91.4% |