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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 | $159,023 | $208,088-23.6% | $186,193-14.6% | $154,746+2.8% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.1%-2.1pp | 80.7%-5.7pp |
| Annual return | 16.78% | 89.97%-73.2pp | 78.03%-61.2pp | 172.34%-155.6pp |
| Employer contribution / active EE | $4,101 | $4,340-5.5% | $3,918+4.7% | $4,379-6.3% |
| Participant deferral / active EE | $6,562 | $7,078-7.3% | $6,513+0.8% | $6,730-2.5% |
| Admin fee / account holder | $13,218 | $11,698+13.0% | $11,058+19.5% | $14,365-8.0% |