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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 | $148,796 | $157,296-5.4% | $141,191+5.4% | $152,897-2.7% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 14.88% | 64.34%-49.5pp | 71.41%-56.5pp | 345.43%-330.5pp |
| Employer contribution / active EE | $3,373 | $5,262-35.9% | $4,736-28.8% | $4,764-29.2% |
| Participant deferral / active EE | $8,530 | $7,111+20.0% | $6,710+27.1% | $5,851+45.8% |
| Admin fee / account holder | $5,170 | $12,125-57.4% | $10,264-49.6% | $11,599-55.4% |