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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 | $159,359 | $154,209+3.3% | $130,062+22.5% | $139,487+14.2% |
| Participation rate | 72.7% | 82.0%-9.2pp | 78.5%-5.8pp | 80.3%-7.6pp |
| Annual return | 15.90% | 32.52%-16.6pp | -137.37%+153.3pp | 373.84%-357.9pp |
| Employer contribution / active EE | $4,550 | $5,292-14.0% | $4,322+5.3% | $4,755-4.3% |
| Participant deferral / active EE | $5,357 | $6,709-20.2% | $5,821-8.0% | $6,713-20.2% |
| Admin fee / account holder | $607 | $13,988-95.7% | $10,601-94.3% | $11,407-94.7% |