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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 | $180,871 | $148,629+21.7% | $135,982+33.0% | $139,487+29.7% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 17.42% | 79.33%-61.9pp | 68.32%-50.9pp | 373.84%-356.4pp |
| Employer contribution / active EE | $3,213 | $5,247-38.8% | $4,859-33.9% | $4,755-32.4% |
| Participant deferral / active EE | $8,524 | $8,102+5.2% | $7,760+9.9% | $6,713+27.0% |
| Admin fee / account holder | $1,520 | $12,406-87.7% | $10,767-85.9% | $11,407-86.7% |