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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 | $154,927 | $172,111-10.0% | $150,298+3.1% | $137,256+12.9% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 13.13% | 69.37%-56.2pp | 62.79%-49.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $8,405 | $4,636+81.3% | $4,154+102.3% | $4,156+102.2% |
| Participant deferral / active EE | $10,516 | $6,166+70.5% | $5,453+92.9% | $6,407+64.1% |
| Admin fee / account holder | $21,304 | $16,471+29.3% | $14,116+50.9% | $12,270+73.6% |