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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 | $134,389 | $185,312-27.5% | $161,489-16.8% | $154,746-13.2% |
| Participation rate | 88.2% | 82.5%+5.8pp | 78.7%+9.5pp | 80.7%+7.5pp |
| Annual return | 15.99% | 103.84%-87.8pp | 89.72%-73.7pp | 172.34%-156.3pp |
| Employer contribution / active EE | $4,922 | $4,769+3.2% | $4,268+15.3% | $4,379+12.4% |
| Participant deferral / active EE | $5,510 | $6,350-13.2% | $5,630-2.1% | $6,730-18.1% |
| Admin fee / account holder | $47,459 | $18,654+154.4% | $16,006+196.5% | $14,365+230.4% |