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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 | $168,225 | $148,629+13.2% | $135,982+23.7% | $139,487+20.6% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 27.97% | 79.33%-51.4pp | 68.32%-40.4pp | 373.84%-345.9pp |
| Employer contribution / active EE | $5,252 | $5,247+0.1% | $4,859+8.1% | $4,755+10.5% |
| Participant deferral / active EE | $9,208 | $8,102+13.6% | $7,760+18.7% | $6,713+37.2% |
| Admin fee / account holder | $4,869 | $12,406-60.8% | $10,767-54.8% | $11,407-57.3% |