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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 | $149,435 | $157,270-5.0% | $141,173+5.9% | $152,870-2.2% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 18.90% | 64.33%-45.4pp | 71.40%-52.5pp | 345.34%-326.4pp |
| Employer contribution / active EE | $5,823 | $5,261+10.7% | $4,735+23.0% | $4,763+22.3% |
| Participant deferral / active EE | $10,424 | $7,110+46.6% | $6,710+55.4% | $5,850+78.2% |
| Admin fee / account holder | $45,417 | $12,121+274.7% | $10,262+342.6% | $11,597+291.6% |