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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 | $157,883 | $227,399-30.6% | $189,758-16.8% | $198,609-20.5% |
| Participation rate | 85.0% | 84.0%+1.0pp | 79.8%+5.2pp | 82.4%+2.6pp |
| Annual return | 9.71% | 61.03%-51.3pp | 52.62%-42.9pp | 202.70%-193.0pp |
| Employer contribution / active EE | $3,862 | $5,526-30.1% | $4,767-19.0% | $5,055-23.6% |
| Participant deferral / active EE | $8,118 | $6,837+18.7% | $5,856+38.6% | $6,977+16.4% |
| Admin fee / account holder | $168,612 | $25,162+570.1% | $20,388+727.0% | $19,030+786.0% |