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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 | $150,967 | $183,592-17.8% | $155,574-3.0% | $145,877+3.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.69% | 61.37%-45.7pp | 64.87%-49.2pp | 551.28%-535.6pp |
| Employer contribution / active EE | $4,275 | $5,317-19.6% | $4,676-8.6% | $4,663-8.3% |
| Participant deferral / active EE | $7,369 | $6,466+14.0% | $5,629+30.9% | $6,691+10.1% |
| Admin fee / account holder | $9,926 | $19,316-48.6% | $15,914-37.6% | $13,402-25.9% |