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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 | $164,838 | $172,111-4.2% | $150,298+9.7% | $137,256+20.1% |
| Participation rate | 89.5% | 81.7%+7.8pp | 77.8%+11.7pp | 80.0%+9.5pp |
| Annual return | 16.92% | 69.37%-52.4pp | 62.79%-45.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $7,496 | $4,636+61.7% | $4,154+80.5% | $4,156+80.4% |
| Participant deferral / active EE | $10,939 | $6,166+77.4% | $5,453+100.6% | $6,407+70.7% |
| Admin fee / account holder | $1,197 | $16,471-92.7% | $14,116-91.5% | $12,270-90.2% |