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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 | $183,627-17.8% | $155,602-3.0% | $145,978+3.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.69% | 61.32%-45.6pp | 64.81%-49.1pp | 550.52%-534.8pp |
| Employer contribution / active EE | $4,275 | $5,316-19.6% | $4,675-8.6% | $4,662-8.3% |
| Participant deferral / active EE | $7,369 | $6,466+14.0% | $5,629+30.9% | $6,690+10.1% |
| Admin fee / account holder | $9,926 | $19,327-48.6% | $15,923-37.7% | $13,400-25.9% |