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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 | $166,268+7.8% | $165,100+8.6% | $145,897+22.9% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+7.9pp |
| Annual return | 12.53% | 100.52%-88.0pp | 70.21%-57.7pp | 552.29%-539.8pp |
| Employer contribution / active EE | $3,003 | $5,284-43.2% | $4,348-30.9% | $4,663-35.6% |
| Participant deferral / active EE | $7,806 | $6,964+12.1% | $6,035+29.3% | $6,689+16.7% |
| Admin fee / account holder | $12,256 | $16,659-26.4% | $12,696-3.5% | $13,390-8.5% |