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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 | $224,094 | $148,623+50.8% | $135,974+64.8% | $139,466+60.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 16.20% | 79.30%-63.1pp | 68.30%-52.1pp | 373.66%-357.5pp |
| Employer contribution / active EE | $4,637 | $5,246-11.6% | $4,859-4.6% | $4,754-2.5% |
| Participant deferral / active EE | $8,454 | $8,103+4.3% | $7,760+8.9% | $6,712+26.0% |
| Admin fee / account holder | $1,333 | $12,406-89.3% | $10,767-87.6% | $11,409-88.3% |