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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 | $149,286 | $148,623+0.4% | $135,974+9.8% | $139,466+7.0% |
| Participation rate | 78.9% | 83.9%-4.9pp | 81.9%-3.0pp | 80.3%-1.4pp |
| Annual return | 18.37% | 79.30%-60.9pp | 68.30%-49.9pp | 373.66%-355.3pp |
| Employer contribution / active EE | $3,338 | $5,246-36.4% | $4,859-31.3% | $4,754-29.8% |
| Participant deferral / active EE | $7,129 | $8,103-12.0% | $7,760-8.1% | $6,712+6.2% |
| Admin fee / account holder | $1,957 | $12,406-84.2% | $10,767-81.8% | $11,409-82.8% |