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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 | $155,332 | $209,425-25.8% | $178,499-13.0% | $158,966-2.3% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 12.21% | 188.80%-176.6pp | 151.10%-138.9pp | 302.95%-290.7pp |
| Employer contribution / active EE | $7,079 | $5,707+24.0% | $5,011+41.3% | $4,762+48.6% |
| Participant deferral / active EE | $7,385 | $5,955+24.0% | $5,202+42.0% | $5,983+23.4% |
| Admin fee / account holder | $4,028 | $17,078-76.4% | $13,986-71.2% | $11,250-64.2% |