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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 | $152,391 | $165,361-7.8% | $149,715+1.8% | $158,950-4.1% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 15.66% | 348.24%-332.6pp | 276.66%-261.0pp | 302.91%-287.2pp |
| Employer contribution / active EE | $1,444 | $5,103-71.7% | $4,645-68.9% | $4,762-69.7% |
| Participant deferral / active EE | $5,226 | $7,182-27.2% | $6,842-23.6% | $5,983-12.6% |
| Admin fee / account holder | $685 | $10,808-93.7% | $9,310-92.6% | $11,248-93.9% |