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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 | $172,439 | $183,627-6.1% | $155,602+10.8% | $145,978+18.1% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 10.83% | 61.32%-50.5pp | 64.81%-54.0pp | 550.52%-539.7pp |
| Employer contribution / active EE | $2,896 | $5,316-45.5% | $4,675-38.1% | $4,662-37.9% |
| Participant deferral / active EE | $4,342 | $6,466-32.8% | $5,629-22.9% | $6,690-35.1% |
| Admin fee / account holder | $793 | $19,327-95.9% | $15,923-95.0% | $13,400-94.1% |