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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 | $150,881 | $172,111-12.3% | $150,298+0.4% | $137,256+9.9% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 14.59% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,687 | $4,636-63.6% | $4,154-59.4% | $4,156-59.4% |
| Participant deferral / active EE | $6,507 | $6,166+5.5% | $5,453+19.3% | $6,407+1.6% |
| Admin fee / account holder | $27,901 | $16,471+69.4% | $14,116+97.7% | $12,270+127.4% |