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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 | $179,946 | $148,582+21.1% | $135,942+32.4% | $139,456+29.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 12.18% | 79.26%-67.1pp | 68.28%-56.1pp | 373.45%-361.3pp |
| Employer contribution / active EE | $3,739 | $5,245-28.7% | $4,858-23.0% | $4,753-21.3% |
| Participant deferral / active EE | $6,240 | $8,101-23.0% | $7,759-19.6% | $6,711-7.0% |
| Admin fee / account holder | $1,606 | $12,402-87.1% | $10,764-85.1% | $11,407-85.9% |