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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 | $153,484 | $148,623+3.3% | $135,974+12.9% | $139,466+10.1% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 16.92% | 79.30%-62.4pp | 68.30%-51.4pp | 373.66%-356.7pp |
| Employer contribution / active EE | $2,852 | $5,246-45.6% | $4,859-41.3% | $4,754-40.0% |
| Participant deferral / active EE | $7,081 | $8,103-12.6% | $7,760-8.7% | $6,712+5.5% |
| Admin fee / account holder | $7,370 | $12,406-40.6% | $10,767-31.5% | $11,409-35.4% |