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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 | $161,026 | $149,679+7.6% | $117,039+37.6% | $147,586+9.1% |
| Participation rate | 83.3% | 83.5%-0.2pp | 77.2%+6.1pp | 82.8%+0.5pp |
| Annual return | 12.38% | 19.31%-6.9pp | 18.95%-6.6pp | 578.59%-566.2pp |
| Employer contribution / active EE | $5,298 | $4,937+7.3% | $3,785+40.0% | $4,876+8.6% |
| Participant deferral / active EE | $6,373 | $4,912+29.7% | $3,929+62.2% | $5,439+17.2% |
| Admin fee / account holder | $4,192 | $7,856-46.6% | $5,974-29.8% | $10,886-61.5% |