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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 | $182,065 | $183,539-0.8% | $155,556+17.0% | $145,897+24.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 25.80% | 61.31%-35.5pp | 64.84%-39.0pp | 552.29%-526.5pp |
| Employer contribution / active EE | $2,806 | $5,315-47.2% | $4,675-40.0% | $4,663-39.8% |
| Participant deferral / active EE | $6,873 | $6,467+6.3% | $5,631+22.1% | $6,689+2.8% |
| Admin fee / account holder | $8,516 | $19,275-55.8% | $15,885-46.4% | $13,390-36.4% |