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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 | $148,398 | $134,817+10.1% | $123,973+19.7% | $155,188-4.4% |
| Participation rate | 78.6% | 79.4%-0.8pp | 76.7%+1.9pp | 80.8%-2.2pp |
| Annual return | 12.49% | 515.49%-503.0pp | 388.13%-375.6pp | 148.84%-136.3pp |
| Employer contribution / active EE | $3,598 | $4,425-18.7% | $4,126-12.8% | $4,248-15.3% |
| Participant deferral / active EE | $12,022 | $5,706+110.7% | $5,247+129.1% | $6,531+84.1% |
| Admin fee / account holder | $9,422 | $13,245-28.9% | $11,799-20.1% | $14,480-34.9% |