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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 | $151,182 | $178,174-15.1% | $156,181-3.2% | $137,256+10.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 19.33% | 84.19%-64.9pp | 64.87%-45.5pp | 220.34%-201.0pp |
| Employer contribution / active EE | $15,228 | $4,972+206.3% | $4,294+254.6% | $4,156+266.4% |
| Participant deferral / active EE | $9,860 | $6,888+43.2% | $6,132+60.8% | $6,407+53.9% |
| Admin fee / account holder | $2,154 | $17,404-87.6% | $14,586-85.2% | $12,270-82.4% |