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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 | $180,686 | $148,623+21.6% | $135,974+32.9% | $139,466+29.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 16.57% | 79.30%-62.7pp | 68.30%-51.7pp | 373.66%-357.1pp |
| Employer contribution / active EE | $2,758 | $5,246-47.4% | $4,859-43.2% | $4,754-42.0% |
| Participant deferral / active EE | $7,301 | $8,103-9.9% | $7,760-5.9% | $6,712+8.8% |
| Admin fee / account holder | $17,729 | $12,406+42.9% | $10,767+64.7% | $11,409+55.4% |