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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 | $160,565 | $157,304+2.1% | $141,197+13.7% | $152,909+5.0% |
| Participation rate | 78.6% | 84.8%-6.3pp | 82.5%-3.9pp | 82.5%-3.9pp |
| Annual return | 15.06% | 64.34%-49.3pp | 71.41%-56.3pp | 345.46%-330.4pp |
| Employer contribution / active EE | $3,306 | $5,263-37.2% | $4,736-30.2% | $4,764-30.6% |
| Participant deferral / active EE | $5,323 | $7,111-25.1% | $6,710-20.7% | $5,851-9.0% |
| Admin fee / account holder | $7,472 | $12,126-38.4% | $10,265-27.2% | $11,601-35.6% |