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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 | $211,288-14.4% | $178,540+1.3% | $145,884+24.0% |
| Participation rate | 95.7% | 80.8%+14.8pp | 77.1%+18.5pp | 80.3%+15.3pp |
| Annual return | 11.60% | 30.27%-18.7pp | 27.15%-15.5pp | 551.85%-540.2pp |
| Employer contribution / active EE | $3,950 | $4,574-13.6% | $3,953-0.1% | $4,662-15.3% |
| Participant deferral / active EE | $8,324 | $6,967+19.5% | $6,281+32.5% | $6,690+24.4% |
| Admin fee / account holder | $7,237 | $12,105-40.2% | $10,424-30.6% | $13,392-46.0% |