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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 | $161,760 | $232,540-30.4% | $185,117-12.6% | $147,586+9.6% |
| Participation rate | 93.3% | 82.4%+11.0pp | 77.3%+16.1pp | 82.8%+10.5pp |
| Annual return | 14.34% | 43.03%-28.7pp | 40.50%-26.2pp | 578.59%-564.3pp |
| Employer contribution / active EE | $2,851 | $5,195-45.1% | $4,182-31.8% | $4,876-41.5% |
| Participant deferral / active EE | $6,991 | $5,834+19.8% | $5,045+38.6% | $5,439+28.5% |
| Admin fee / account holder | $1,188 | $10,275-88.4% | $8,159-85.4% | $10,886-89.1% |