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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 | $150,111 | $159,934-6.1% | $147,005+2.1% | $145,959+2.8% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.6pp |
| Annual return | 10.65% | 98.24%-87.6pp | 418.76%-408.1pp | 561.95%-551.3pp |
| Employer contribution / active EE | $1,314 | $5,287-75.1% | $4,934-73.4% | $4,661-71.8% |
| Participant deferral / active EE | $7,122 | $8,427-15.5% | $8,070-11.7% | $6,689+6.5% |
| Admin fee / account holder | $3,512 | $15,053-76.7% | $13,006-73.0% | $13,398-73.8% |