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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 | $172,111-1.5% | $150,298+12.8% | $137,256+23.5% |
| Participation rate | 95.8% | 81.7%+14.1pp | 77.8%+18.1pp | 80.0%+15.9pp |
| Annual return | 16.87% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $4,906 | $4,636+5.8% | $4,154+18.1% | $4,156+18.0% |
| Participant deferral / active EE | $7,809 | $6,166+26.7% | $5,453+43.2% | $6,407+21.9% |
| Admin fee / account holder | $2,655 | $16,471-83.9% | $14,116-81.2% | $12,270-78.4% |