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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 | $185,103 | $228,352-18.9% | $185,827-0.4% | $158,950+16.5% |
| Participation rate | 94.4% | 82.3%+12.1pp | 78.0%+16.4pp | 82.0%+12.5pp |
| Annual return | 16.21% | 40.81%-24.6pp | 35.96%-19.7pp | 302.91%-286.7pp |
| Employer contribution / active EE | $2,956 | $4,967-40.5% | $4,087-27.7% | $4,762-37.9% |
| Participant deferral / active EE | $12,384 | $6,416+93.0% | $5,633+119.9% | $5,983+107.0% |
| Admin fee / account holder | $4,748 | $11,867-60.0% | $9,502-50.0% | $11,248-57.8% |