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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 | $161,066 | $181,062-11.0% | $158,223+1.8% | $155,188+3.8% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 11.58% | 57.39%-45.8pp | 52.09%-40.5pp | 148.84%-137.3pp |
| Employer contribution / active EE | $8,255 | $4,565+80.8% | $4,109+100.9% | $4,248+94.3% |
| Participant deferral / active EE | $5,518 | $6,134-10.1% | $5,467+0.9% | $6,531-15.5% |
| Admin fee / account holder | $73,650 | $18,825+291.2% | $16,047+359.0% | $14,480+408.6% |