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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 | $151,661 | $162,785-6.8% | $133,959+13.2% | $158,950-4.6% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 10.38% | 41.94%-31.6pp | 45.09%-34.7pp | 302.91%-292.5pp |
| Employer contribution / active EE | $4,536 | $4,975-8.8% | $3,919+15.8% | $4,762-4.7% |
| Participant deferral / active EE | $9,770 | $5,910+65.3% | $5,047+93.6% | $5,983+63.3% |
| Admin fee / account holder | $1,645 | $11,738-86.0% | $8,928-81.6% | $11,248-85.4% |