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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 | $178,585 | $157,304+13.5% | $141,197+26.5% | $152,909+16.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 20.02% | 64.34%-44.3pp | 71.41%-51.4pp | 345.46%-325.4pp |
| Employer contribution / active EE | $2,886 | $5,263-45.2% | $4,736-39.1% | $4,764-39.4% |
| Participant deferral / active EE | $8,049 | $7,111+13.2% | $6,710+20.0% | $5,851+37.6% |
| Admin fee / account holder | $1,156 | $12,126-90.5% | $10,265-88.7% | $11,601-90.0% |