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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 | $179,304 | $166,131+7.9% | $164,975+8.7% | $145,877+22.9% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+7.9pp |
| Annual return | 12.53% | 100.37%-87.8pp | 70.12%-57.6pp | 551.28%-538.8pp |
| Employer contribution / active EE | $3,003 | $5,276-43.1% | $4,343-30.8% | $4,663-35.6% |
| Participant deferral / active EE | $7,806 | $6,962+12.1% | $6,033+29.4% | $6,691+16.7% |
| Admin fee / account holder | $12,256 | $16,648-26.4% | $12,688-3.4% | $13,402-8.6% |