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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 | $170,214 | $157,304+8.2% | $141,197+20.6% | $152,909+11.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 25.05% | 64.34%-39.3pp | 71.41%-46.4pp | 345.46%-320.4pp |
| Employer contribution / active EE | $2,654 | $5,263-49.6% | $4,736-44.0% | $4,764-44.3% |
| Participant deferral / active EE | $9,899 | $7,111+39.2% | $6,710+47.5% | $5,851+69.2% |
| Admin fee / account holder | $2,484 | $12,126-79.5% | $10,265-75.8% | $11,601-78.6% |