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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 | $145,542 | $157,276-7.5% | $141,177+3.1% | $152,885-4.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 19.68% | 64.33%-44.7pp | 71.40%-51.7pp | 345.39%-325.7pp |
| Employer contribution / active EE | $1,405 | $5,262-73.3% | $4,736-70.3% | $4,763-70.5% |
| Participant deferral / active EE | $3,944 | $7,110-44.5% | $6,710-41.2% | $5,851-32.6% |
| Admin fee / account holder | $569 | $12,123-95.3% | $10,263-94.5% | $11,598-95.1% |