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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 | $178,913 | $148,629+20.4% | $135,982+31.6% | $139,487+28.3% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 20.23% | 79.33%-59.1pp | 68.32%-48.1pp | 373.84%-353.6pp |
| Employer contribution / active EE | $3,853 | $5,247-26.6% | $4,859-20.7% | $4,755-19.0% |
| Participant deferral / active EE | $5,401 | $8,102-33.3% | $7,760-30.4% | $6,713-19.5% |
| Admin fee / account holder | $1,086 | $12,406-91.2% | $10,767-89.9% | $11,407-90.5% |