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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 | $178,193 | $148,582+19.9% | $135,942+31.1% | $139,456+27.8% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 16.37% | 79.26%-62.9pp | 68.28%-51.9pp | 373.45%-357.1pp |
| Employer contribution / active EE | $5,005 | $5,245-4.6% | $4,858+3.0% | $4,753+5.3% |
| Participant deferral / active EE | $4,549 | $8,101-43.9% | $7,759-41.4% | $6,711-32.2% |
| Admin fee / account holder | $899 | $12,402-92.8% | $10,764-91.6% | $11,407-92.1% |