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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 | $165,696 | $166,242-0.3% | $165,071+0.4% | $145,884+13.6% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 13.75% | 100.44%-86.7pp | 70.17%-56.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $2,267 | $5,283-57.1% | $4,347-47.9% | $4,662-51.4% |
| Participant deferral / active EE | $4,665 | $6,964-33.0% | $6,035-22.7% | $6,690-30.3% |
| Admin fee / account holder | $2,993 | $16,658-82.0% | $12,695-76.4% | $13,392-77.7% |