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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 | $178,794 | $166,020+7.7% | $164,866+8.4% | $145,959+22.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 12.01% | 100.08%-88.1pp | 69.97%-58.0pp | 561.95%-549.9pp |
| Employer contribution / active EE | $2,815 | $5,275-46.6% | $4,343-35.2% | $4,661-39.6% |
| Participant deferral / active EE | $19,124 | $6,961+174.7% | $6,033+217.0% | $6,689+185.9% |
| Admin fee / account holder | $2,361 | $16,644-85.8% | $12,689-81.4% | $13,398-82.4% |