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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 | $150,156 | $148,582+1.1% | $135,942+10.5% | $139,456+7.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 12.93% | 79.26%-66.3pp | 68.28%-55.4pp | 373.45%-360.5pp |
| Employer contribution / active EE | $2,526 | $5,245-51.8% | $4,858-48.0% | $4,753-46.8% |
| Participant deferral / active EE | $10,356 | $8,101+27.8% | $7,759+33.5% | $6,711+54.3% |
| Admin fee / account holder | $31,340 | $12,402+152.7% | $10,764+191.2% | $11,407+174.7% |