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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 | $137,352 | $154,228-10.9% | $145,433-5.6% | $137,256+0.1% |
| Participation rate | 79.2% | 83.8%-4.6pp | 82.1%-3.0pp | 80.0%-0.8pp |
| Annual return | 13.20% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $3,977 | $4,804-17.2% | $4,554-12.7% | $4,156-4.3% |
| Participant deferral / active EE | $11,967 | $8,216+45.6% | $7,897+51.5% | $6,407+86.8% |
| Admin fee / account holder | $48,755 | $14,344+239.9% | $13,129+271.4% | $12,270+297.3% |