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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 | $154,095 | $183,592-16.1% | $155,574-1.0% | $145,877+5.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 17.15% | 61.37%-44.2pp | 64.87%-47.7pp | 551.28%-534.1pp |
| Employer contribution / active EE | $1,764 | $5,317-66.8% | $4,676-62.3% | $4,663-62.2% |
| Participant deferral / active EE | $5,176 | $6,466-20.0% | $5,629-8.1% | $6,691-22.6% |
| Admin fee / account holder | $1,465 | $19,316-92.4% | $15,914-90.8% | $13,402-89.1% |