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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 | $159,645 | $152,619+4.6% | $125,195+27.5% | $152,909+4.4% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 20.14% | 54.85%-34.7pp | 43.79%-23.7pp | 345.46%-325.3pp |
| Employer contribution / active EE | $1,735 | $4,947-64.9% | $3,866-55.1% | $4,764-63.6% |
| Participant deferral / active EE | $2,995 | $5,869-49.0% | $4,937-39.3% | $5,851-48.8% |
| Admin fee / account holder | $4,094 | $13,437-69.5% | $9,704-57.8% | $11,601-64.7% |