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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 | $167,697 | $157,304+6.6% | $141,197+18.8% | $152,909+9.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 21.11% | 64.34%-43.2pp | 71.41%-50.3pp | 345.46%-324.4pp |
| Employer contribution / active EE | $3,107 | $5,263-41.0% | $4,736-34.4% | $4,764-34.8% |
| Participant deferral / active EE | $8,422 | $7,111+18.4% | $6,710+25.5% | $5,851+43.9% |
| Admin fee / account holder | $793 | $12,126-93.5% | $10,265-92.3% | $11,601-93.2% |