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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 | $192,482 | $148,629+29.5% | $135,982+41.5% | $139,487+38.0% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 18.32% | 79.33%-61.0pp | 68.32%-50.0pp | 373.84%-355.5pp |
| Employer contribution / active EE | $2,307 | $5,247-56.0% | $4,859-52.5% | $4,755-51.5% |
| Participant deferral / active EE | $5,645 | $8,102-30.3% | $7,760-27.3% | $6,713-15.9% |
| Admin fee / account holder | $1,246 | $12,406-90.0% | $10,767-88.4% | $11,407-89.1% |