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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 | $186,148 | $148,623+25.2% | $135,974+36.9% | $139,466+33.5% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 18.15% | 79.30%-61.1pp | 68.30%-50.2pp | 373.66%-355.5pp |
| Employer contribution / active EE | $2,621 | $5,246-50.0% | $4,859-46.1% | $4,754-44.9% |
| Participant deferral / active EE | $5,107 | $8,103-37.0% | $7,760-34.2% | $6,712-23.9% |
| Admin fee / account holder | $2,437 | $12,406-80.4% | $10,767-77.4% | $11,409-78.6% |