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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 | $153,920 | $132,099+16.5% | $115,599+33.1% | $138,895+10.8% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.3%+5.7pp | 79.9%+0.1pp |
| Annual return | 16.68% | 176.76%-160.1pp | 111.10%-94.4pp | 145.39%-128.7pp |
| Employer contribution / active EE | $3,176 | $3,416-7.0% | $2,955+7.5% | $4,194-24.3% |
| Participant deferral / active EE | $6,199 | $5,617+10.4% | $4,889+26.8% | $6,396-3.1% |
| Admin fee / account holder | $1,493 | $15,650-90.5% | $12,841-88.4% | $12,562-88.1% |