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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 | $174,077 | $183,516-5.1% | $155,534+11.9% | $145,884+19.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.55% | 61.43%-47.9pp | 64.92%-51.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $2,333 | $5,315-56.1% | $4,675-50.1% | $4,662-50.0% |
| Participant deferral / active EE | $3,348 | $6,467-48.2% | $5,630-40.5% | $6,690-50.0% |
| Admin fee / account holder | $3,620 | $19,293-81.2% | $15,900-77.2% | $13,392-73.0% |