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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 | $180,886 | $211,224-14.4% | $178,505+1.3% | $145,897+24.0% |
| Participation rate | 95.7% | 80.8%+14.8pp | 77.1%+18.5pp | 80.3%+15.3pp |
| Annual return | 11.60% | 30.28%-18.7pp | 27.16%-15.6pp | 552.29%-540.7pp |
| Employer contribution / active EE | $3,950 | $4,577-13.7% | $3,955-0.1% | $4,663-15.3% |
| Participant deferral / active EE | $8,324 | $6,966+19.5% | $6,280+32.5% | $6,689+24.4% |
| Admin fee / account holder | $7,237 | $12,109-40.2% | $10,428-30.6% | $13,390-46.0% |