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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 | $181,436 | $148,582+22.1% | $135,942+33.5% | $139,456+30.1% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 28.59% | 79.26%-50.7pp | 68.28%-39.7pp | 373.45%-344.9pp |
| Employer contribution / active EE | $5,195 | $5,245-1.0% | $4,858+6.9% | $4,753+9.3% |
| Participant deferral / active EE | $7,793 | $8,101-3.8% | $7,759+0.4% | $6,711+16.1% |
| Admin fee / account holder | $982 | $12,402-92.1% | $10,764-90.9% | $11,407-91.4% |