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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 | $185,312-8.5% | $161,489+5.0% | $154,746+9.5% |
| Participation rate | 95.8% | 82.5%+13.4pp | 78.7%+17.1pp | 80.7%+15.1pp |
| Annual return | 16.87% | 103.84%-87.0pp | 89.72%-72.8pp | 172.34%-155.5pp |
| Employer contribution / active EE | $4,906 | $4,769+2.9% | $4,268+14.9% | $4,379+12.0% |
| Participant deferral / active EE | $7,809 | $6,350+23.0% | $5,630+38.7% | $6,730+16.0% |
| Admin fee / account holder | $2,655 | $18,654-85.8% | $16,006-83.4% | $14,365-81.5% |