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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 | $162,430 | $148,629+9.3% | $135,982+19.4% | $139,487+16.4% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+10.9pp | 80.3%+12.5pp |
| Annual return | 18.34% | 79.33%-61.0pp | 68.32%-50.0pp | 373.84%-355.5pp |
| Employer contribution / active EE | $3,496 | $5,247-33.4% | $4,859-28.0% | $4,755-26.5% |
| Participant deferral / active EE | $6,853 | $8,102-15.4% | $7,760-11.7% | $6,713+2.1% |
| Admin fee / account holder | $1,231 | $12,406-90.1% | $10,767-88.6% | $11,407-89.2% |