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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 | $174,948 | $148,623+17.7% | $135,974+28.7% | $139,466+25.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 12.77% | 79.30%-66.5pp | 68.30%-55.5pp | 373.66%-360.9pp |
| Employer contribution / active EE | $3,144 | $5,246-40.1% | $4,859-35.3% | $4,754-33.9% |
| Participant deferral / active EE | $4,644 | $8,103-42.7% | $7,760-40.1% | $6,712-30.8% |
| Admin fee / account holder | $407 | $12,406-96.7% | $10,767-96.2% | $11,409-96.4% |