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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 | $166,430 | $148,582+12.0% | $135,942+22.4% | $139,456+19.3% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 12.77% | 79.26%-66.5pp | 68.28%-55.5pp | 373.45%-360.7pp |
| Employer contribution / active EE | $3,384 | $5,245-35.5% | $4,858-30.3% | $4,753-28.8% |
| Participant deferral / active EE | $7,809 | $8,101-3.6% | $7,759+0.7% | $6,711+16.4% |
| Admin fee / account holder | $826 | $12,402-93.3% | $10,764-92.3% | $11,407-92.8% |