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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 | $162,070 | $183,539-11.7% | $155,556+4.2% | $145,897+11.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.94% | 61.31%-48.4pp | 64.84%-51.9pp | 552.29%-539.3pp |
| Employer contribution / active EE | $2,062 | $5,315-61.2% | $4,675-55.9% | $4,663-55.8% |
| Participant deferral / active EE | $5,434 | $6,467-16.0% | $5,631-3.5% | $6,689-18.8% |
| Admin fee / account holder | $2,981 | $19,275-84.5% | $15,885-81.2% | $13,390-77.7% |