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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 | $148,629+6.8% | $135,982+16.7% | $139,487+13.8% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 25.93% | 79.33%-53.4pp | 68.32%-42.4pp | 373.84%-347.9pp |
| Employer contribution / active EE | $4,160 | $5,247-20.7% | $4,859-14.4% | $4,755-12.5% |
| Participant deferral / active EE | $20,677 | $8,102+155.2% | $7,760+166.5% | $6,713+208.0% |
| Admin fee / account holder | $3,079 | $12,406-75.2% | $10,767-71.4% | $11,407-73.0% |