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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 | $148,274 | $148,623-0.2% | $135,974+9.0% | $139,466+6.3% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.8pp |
| Annual return | 17.61% | 79.30%-61.7pp | 68.30%-50.7pp | 373.66%-356.1pp |
| Employer contribution / active EE | $5,588 | $5,246+6.5% | $4,859+15.0% | $4,754+17.5% |
| Participant deferral / active EE | $12,684 | $8,103+56.5% | $7,760+63.5% | $6,712+89.0% |
| Admin fee / account holder | $655 | $12,406-94.7% | $10,767-93.9% | $11,409-94.3% |