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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 | $155,224 | $148,629+4.4% | $135,982+14.1% | $139,487+11.3% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 18.21% | 79.33%-61.1pp | 68.32%-50.1pp | 373.84%-355.6pp |
| Employer contribution / active EE | $6,512 | $5,247+24.1% | $4,859+34.0% | $4,755+37.0% |
| Participant deferral / active EE | $3,600 | $8,102-55.6% | $7,760-53.6% | $6,713-46.4% |
| Admin fee / account holder | $10,025 | $12,406-19.2% | $10,767-6.9% | $11,407-12.1% |