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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 | $157,304-5.0% | $141,197+5.8% | $152,909-2.3% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 18.90% | 64.34%-45.4pp | 71.41%-52.5pp | 345.46%-326.6pp |
| Employer contribution / active EE | $5,823 | $5,263+10.7% | $4,736+23.0% | $4,764+22.2% |
| Participant deferral / active EE | $10,424 | $7,111+46.6% | $6,710+55.3% | $5,851+78.1% |
| Admin fee / account holder | $45,417 | $12,126+274.5% | $10,265+342.4% | $11,601+291.5% |