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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 | $161,334 | $148,582+8.6% | $135,942+18.7% | $139,456+15.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 16.80% | 79.26%-62.5pp | 68.28%-51.5pp | 373.45%-356.7pp |
| Employer contribution / active EE | $4,527 | $5,245-13.7% | $4,858-6.8% | $4,753-4.7% |
| Participant deferral / active EE | $11,962 | $8,101+47.7% | $7,759+54.2% | $6,711+78.2% |
| Admin fee / account holder | $2,416 | $12,402-80.5% | $10,764-77.6% | $11,407-78.8% |