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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 | $114,119+30.0% | $107,187+38.4% | $138,895+6.8% |
| Participation rate | 78.6% | 78.1%+0.5pp | 75.0%+3.6pp | 79.9%-1.3pp |
| Annual return | 12.49% | 273.21%-260.7pp | 204.55%-192.1pp | 145.39%-132.9pp |
| Employer contribution / active EE | $3,598 | $4,059-11.4% | $3,782-4.9% | $4,194-14.2% |
| Participant deferral / active EE | $12,022 | $5,538+117.1% | $5,096+135.9% | $6,396+88.0% |
| Admin fee / account holder | $9,422 | $10,024-6.0% | $9,162+2.8% | $12,562-25.0% |