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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 | $166,242-6.9% | $165,071-6.2% | $145,884+6.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 12.36% | 100.44%-88.1pp | 70.17%-57.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $4,084 | $5,283-22.7% | $4,347-6.1% | $4,662-12.4% |
| Participant deferral / active EE | $10,726 | $6,964+54.0% | $6,035+77.7% | $6,690+60.3% |
| Admin fee / account holder | $9,968 | $16,658-40.2% | $12,695-21.5% | $13,392-25.6% |