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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 | $165,399-7.9% | $149,745+1.8% | $158,982-4.1% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 15.66% | 348.34%-332.7pp | 276.72%-261.1pp | 302.99%-287.3pp |
| Employer contribution / active EE | $1,444 | $5,105-71.7% | $4,646-68.9% | $4,763-69.7% |
| Participant deferral / active EE | $5,226 | $7,183-27.2% | $6,843-23.6% | $5,983-12.7% |
| Admin fee / account holder | $685 | $10,811-93.7% | $9,312-92.6% | $11,252-93.9% |