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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 | $156,457 | $148,629+5.3% | $135,982+15.1% | $139,487+12.2% |
| Participation rate | 82.4% | 83.9%-1.5pp | 81.9%+0.4pp | 80.3%+2.0pp |
| Annual return | 12.95% | 79.33%-66.4pp | 68.32%-55.4pp | 373.84%-360.9pp |
| Employer contribution / active EE | $2,682 | $5,247-48.9% | $4,859-44.8% | $4,755-43.6% |
| Participant deferral / active EE | $7,820 | $8,102-3.5% | $7,760+0.8% | $6,713+16.5% |
| Admin fee / account holder | $1,509 | $12,406-87.8% | $10,767-86.0% | $11,407-86.8% |