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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 | $147,665 | $148,629-0.6% | $135,982+8.6% | $139,487+5.9% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.7pp | 80.3%+6.3pp |
| Annual return | 17.76% | 79.33%-61.6pp | 68.32%-50.6pp | 373.84%-356.1pp |
| Employer contribution / active EE | $4,028 | $5,247-23.2% | $4,859-17.1% | $4,755-15.3% |
| Participant deferral / active EE | $9,479 | $8,102+17.0% | $7,760+22.2% | $6,713+41.2% |
| Admin fee / account holder | $2,689 | $12,406-78.3% | $10,767-75.0% | $11,407-76.4% |