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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 | $171,007 | $183,539-6.8% | $155,556+9.9% | $145,897+17.2% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 16.63% | 61.31%-44.7pp | 64.84%-48.2pp | 552.29%-535.7pp |
| Employer contribution / active EE | $4,327 | $5,315-18.6% | $4,675-7.4% | $4,663-7.2% |
| Participant deferral / active EE | $7,468 | $6,467+15.5% | $5,631+32.6% | $6,689+11.6% |
| Admin fee / account holder | $1,320 | $19,275-93.2% | $15,885-91.7% | $13,390-90.1% |