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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 | $148,582+0.1% | $135,942+9.4% | $139,456+6.6% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 21.35% | 79.26%-57.9pp | 68.28%-46.9pp | 373.45%-352.1pp |
| Employer contribution / active EE | $5,020 | $5,245-4.3% | $4,858+3.3% | $4,753+5.6% |
| Participant deferral / active EE | $6,002 | $8,101-25.9% | $7,759-22.7% | $6,711-10.6% |
| Admin fee / account holder | $6,306 | $12,402-49.2% | $10,764-41.4% | $11,407-44.7% |