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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 | $151,897 | $178,174-14.7% | $156,181-2.7% | $137,256+10.7% |
| Participation rate | 77.8% | 82.0%-4.3pp | 78.8%-1.1pp | 80.0%-2.2pp |
| Annual return | 17.36% | 84.19%-66.8pp | 64.87%-47.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,366 | $4,972-72.5% | $4,294-68.2% | $4,156-67.1% |
| Participant deferral / active EE | $5,798 | $6,888-15.8% | $6,132-5.5% | $6,407-9.5% |
| Admin fee / account holder | $9,188 | $17,404-47.2% | $14,586-37.0% | $12,270-25.1% |