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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 | $153,356 | $148,629+3.2% | $135,982+12.8% | $139,487+9.9% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 24.15% | 79.33%-55.2pp | 68.32%-44.2pp | 373.84%-349.7pp |
| Employer contribution / active EE | $4,161 | $5,247-20.7% | $4,859-14.4% | $4,755-12.5% |
| Participant deferral / active EE | $5,864 | $8,102-27.6% | $7,760-24.4% | $6,713-12.6% |
| Admin fee / account holder | $13,725 | $12,406+10.6% | $10,767+27.5% | $11,407+20.3% |