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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 | $160,703 | $183,539-12.4% | $155,556+3.3% | $145,897+10.1% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 11.42% | 61.31%-49.9pp | 64.84%-53.4pp | 552.29%-540.9pp |
| Employer contribution / active EE | $2,657 | $5,315-50.0% | $4,675-43.2% | $4,663-43.0% |
| Participant deferral / active EE | $7,371 | $6,467+14.0% | $5,631+30.9% | $6,689+10.2% |
| Admin fee / account holder | $13,224 | $19,275-31.4% | $15,885-16.8% | $13,390-1.2% |