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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 | $158,050 | $172,111-8.2% | $150,298+5.2% | $137,256+15.1% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 16.61% | 69.37%-52.8pp | 62.79%-46.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,184 | $4,636-52.9% | $4,154-47.4% | $4,156-47.5% |
| Participant deferral / active EE | $3,371 | $6,166-45.3% | $5,453-38.2% | $6,407-47.4% |
| Admin fee / account holder | $19,194 | $16,471+16.5% | $14,116+36.0% | $12,270+56.4% |