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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 | $158,673 | $148,558+6.8% | $135,925+16.7% | $139,427+13.8% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 25.93% | 79.22%-53.3pp | 68.25%-42.3pp | 373.27%-347.3pp |
| Employer contribution / active EE | $4,160 | $5,244-20.7% | $4,857-14.4% | $4,752-12.5% |
| Participant deferral / active EE | $20,677 | $8,101+155.2% | $7,759+166.5% | $6,711+208.1% |
| Admin fee / account holder | $3,079 | $12,401-75.2% | $10,764-71.4% | $11,404-73.0% |