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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 | $155,694 | $148,629+4.8% | $135,982+14.5% | $139,487+11.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 18.20% | 79.33%-61.1pp | 68.32%-50.1pp | 373.84%-355.6pp |
| Employer contribution / active EE | $2,314 | $5,247-55.9% | $4,859-52.4% | $4,755-51.3% |
| Participant deferral / active EE | $5,034 | $8,102-37.9% | $7,760-35.1% | $6,713-25.0% |
| Admin fee / account holder | $9,598 | $12,406-22.6% | $10,767-10.9% | $11,407-15.9% |