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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 | $148,717 | $148,623+0.1% | $135,974+9.4% | $139,466+6.6% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 21.35% | 79.30%-58.0pp | 68.30%-47.0pp | 373.66%-352.3pp |
| Employer contribution / active EE | $5,020 | $5,246-4.3% | $4,859+3.3% | $4,754+5.6% |
| Participant deferral / active EE | $6,002 | $8,103-25.9% | $7,760-22.7% | $6,712-10.6% |
| Admin fee / account holder | $6,306 | $12,406-49.2% | $10,767-41.4% | $11,409-44.7% |