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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 | $146,035 | $172,111-15.2% | $150,298-2.8% | $137,256+6.4% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 18.96% | 69.37%-50.4pp | 62.79%-43.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $6,945 | $4,636+49.8% | $4,154+67.2% | $4,156+67.1% |
| Participant deferral / active EE | $4,263 | $6,166-30.9% | $5,453-21.8% | $6,407-33.5% |
| Admin fee / account holder | $359 | $16,471-97.8% | $14,116-97.5% | $12,270-97.1% |