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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 | $152,896 | $157,276-2.8% | $141,177+8.3% | $152,8850% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.5%+5.8pp |
| Annual return | 20.49% | 64.33%-43.8pp | 71.40%-50.9pp | 345.39%-324.9pp |
| Employer contribution / active EE | $3,335 | $5,262-36.6% | $4,736-29.6% | $4,763-30.0% |
| Participant deferral / active EE | $6,984 | $7,110-1.8% | $6,710+4.1% | $5,851+19.4% |
| Admin fee / account holder | $617 | $12,123-94.9% | $10,263-94.0% | $11,598-94.7% |