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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 | $163,573 | $183,516-10.9% | $155,534+5.2% | $145,884+12.1% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 22.93% | 61.43%-38.5pp | 64.92%-42.0pp | 551.85%-528.9pp |
| Employer contribution / active EE | $4,163 | $5,315-21.7% | $4,675-10.9% | $4,662-10.7% |
| Participant deferral / active EE | $6,781 | $6,467+4.9% | $5,630+20.4% | $6,690+1.4% |
| Admin fee / account holder | $13,802 | $19,293-28.5% | $15,900-13.2% | $13,392+3.1% |