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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 | $161,442 | $148,623+8.6% | $135,974+18.7% | $139,466+15.8% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 85.74% | 79.30%+6.4pp | 68.30%+17.4pp | 373.66%-287.9pp |
| Employer contribution / active EE | $3,388 | $5,246-35.4% | $4,859-30.3% | $4,754-28.7% |
| Participant deferral / active EE | $8,409 | $8,103+3.8% | $7,760+8.4% | $6,712+25.3% |
| Admin fee / account holder | $4,290 | $12,406-65.4% | $10,767-60.2% | $11,409-62.4% |