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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 | $181,062-6.4% | $158,223+7.1% | $155,188+9.2% |
| Participation rate | 95.8% | 82.7%+13.2pp | 79.2%+16.6pp | 80.8%+15.0pp |
| Annual return | 16.87% | 57.39%-40.5pp | 52.09%-35.2pp | 148.84%-132.0pp |
| Employer contribution / active EE | $4,906 | $4,565+7.5% | $4,109+19.4% | $4,248+15.5% |
| Participant deferral / active EE | $7,809 | $6,134+27.3% | $5,467+42.8% | $6,531+19.6% |
| Admin fee / account holder | $2,655 | $18,825-85.9% | $16,047-83.5% | $14,480-81.7% |