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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 | $158,649 | $157,829+0.5% | $136,867+15.9% | $198,609-20.1% |
| Participation rate | 82.6% | 77.2%+5.4pp | 74.5%+8.1pp | 82.4%+0.2pp |
| Annual return | 17.88% | 51.25%-33.4pp | 42.97%-25.1pp | 202.70%-184.8pp |
| Employer contribution / active EE | $7,189 | $3,923+83.3% | $3,547+102.7% | $5,055+42.2% |
| Participant deferral / active EE | $8,549 | $5,463+56.5% | $4,924+73.6% | $6,977+22.5% |
| Admin fee / account holder | $6,925 | $11,107-37.7% | $10,340-33.0% | $19,030-63.6% |