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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 | $151,705 | $166,089-8.7% | $164,928-8.0% | $145,978+3.9% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 12.02% | 100.26%-88.2pp | 70.08%-58.1pp | 550.52%-538.5pp |
| Employer contribution / active EE | $5,170 | $5,276-2.0% | $4,343+19.0% | $4,662+10.9% |
| Participant deferral / active EE | $7,869 | $6,961+13.0% | $6,034+30.4% | $6,690+17.6% |
| Admin fee / account holder | $17,129 | $16,641+2.9% | $12,684+35.0% | $13,400+27.8% |