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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 | $166,458 | $132,099+26.0% | $115,599+44.0% | $138,895+19.8% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.3%+3.5pp | 79.9%-2.1pp |
| Annual return | 12.64% | 176.76%-164.1pp | 111.10%-98.5pp | 145.39%-132.8pp |
| Employer contribution / active EE | $2,379 | $3,416-30.4% | $2,955-19.5% | $4,194-43.3% |
| Participant deferral / active EE | $8,447 | $5,617+50.4% | $4,889+72.8% | $6,396+32.1% |
| Admin fee / account holder | $1,191 | $15,650-92.4% | $12,841-90.7% | $12,562-90.5% |