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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 | $146,914 | $148,623-1.2% | $135,974+8.0% | $139,466+5.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 15.49% | 79.30%-63.8pp | 68.30%-52.8pp | 373.66%-358.2pp |
| Employer contribution / active EE | $2,802 | $5,246-46.6% | $4,859-42.3% | $4,754-41.1% |
| Participant deferral / active EE | $10,185 | $8,103+25.7% | $7,760+31.3% | $6,712+51.7% |
| Admin fee / account holder | $11,890 | $12,406-4.2% | $10,767+10.4% | $11,409+4.2% |