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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 | $148,558+9.3% | $135,925+19.5% | $139,427+16.5% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+10.9pp | 80.3%+12.5pp |
| Annual return | 18.34% | 79.22%-60.9pp | 68.25%-49.9pp | 373.27%-354.9pp |
| Employer contribution / active EE | $3,496 | $5,244-33.3% | $4,857-28.0% | $4,752-26.4% |
| Participant deferral / active EE | $6,853 | $8,101-15.4% | $7,759-11.7% | $6,711+2.1% |
| Admin fee / account holder | $1,231 | $12,401-90.1% | $10,764-88.6% | $11,404-89.2% |