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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 | $182,445 | $166,268+9.7% | $165,100+10.5% | $145,897+25.0% |
| Participation rate | 78.9% | 82.0%-3.1pp | 78.6%+0.3pp | 80.3%-1.4pp |
| Annual return | 15.34% | 100.52%-85.2pp | 70.21%-54.9pp | 552.29%-536.9pp |
| Employer contribution / active EE | $2,329 | $5,284-55.9% | $4,348-46.4% | $4,663-50.0% |
| Participant deferral / active EE | $5,034 | $6,964-27.7% | $6,035-16.6% | $6,689-24.8% |
| Admin fee / account holder | $9,740 | $16,659-41.5% | $12,696-23.3% | $13,390-27.3% |