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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 | $154,786 | $166,089-6.8% | $164,928-6.1% | $145,978+6.0% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 12.36% | 100.26%-87.9pp | 70.08%-57.7pp | 550.52%-538.2pp |
| Employer contribution / active EE | $4,084 | $5,276-22.6% | $4,343-6.0% | $4,662-12.4% |
| Participant deferral / active EE | $10,726 | $6,961+54.1% | $6,034+77.8% | $6,690+60.3% |
| Admin fee / account holder | $9,968 | $16,641-40.1% | $12,684-21.4% | $13,400-25.6% |