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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 | $155,510 | $148,629+4.6% | $135,982+14.4% | $139,487+11.5% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 19.10% | 79.33%-60.2pp | 68.32%-49.2pp | 373.84%-354.7pp |
| Employer contribution / active EE | $3,221 | $5,247-38.6% | $4,859-33.7% | $4,755-32.2% |
| Participant deferral / active EE | $8,568 | $8,102+5.7% | $7,760+10.4% | $6,713+27.6% |
| Admin fee / account holder | $2,900 | $12,406-76.6% | $10,767-73.1% | $11,407-74.6% |