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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 | $169,504 | $227,399-25.5% | $189,758-10.7% | $198,609-14.7% |
| Participation rate | 95.8% | 84.0%+11.8pp | 79.8%+16.0pp | 82.4%+13.5pp |
| Annual return | 16.87% | 61.03%-44.2pp | 52.62%-35.7pp | 202.70%-185.8pp |
| Employer contribution / active EE | $4,906 | $5,526-11.2% | $4,767+2.9% | $5,055-3.0% |
| Participant deferral / active EE | $7,809 | $6,837+14.2% | $5,856+33.4% | $6,977+11.9% |
| Admin fee / account holder | $2,655 | $25,162-89.4% | $20,388-87.0% | $19,030-86.0% |