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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 | $167,049 | $148,623+12.4% | $135,974+22.9% | $139,466+19.8% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 20.93% | 79.30%-58.4pp | 68.30%-47.4pp | 373.66%-352.7pp |
| Employer contribution / active EE | $4,770 | $5,246-9.1% | $4,859-1.8% | $4,754+0.3% |
| Participant deferral / active EE | $8,308 | $8,103+2.5% | $7,760+7.1% | $6,712+23.8% |
| Admin fee / account holder | $21,030 | $12,406+69.5% | $10,767+95.3% | $11,409+84.3% |