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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 | $176,025 | $183,539-4.1% | $155,556+13.2% | $145,897+20.6% |
| Participation rate | 92.9% | 82.7%+10.1pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 19.90% | 61.31%-41.4pp | 64.84%-44.9pp | 552.29%-532.4pp |
| Employer contribution / active EE | $1,333 | $5,315-74.9% | $4,675-71.5% | $4,663-71.4% |
| Participant deferral / active EE | $3,813 | $6,467-41.0% | $5,631-32.3% | $6,689-43.0% |
| Admin fee / account holder | $2,112 | $19,275-89.0% | $15,885-86.7% | $13,390-84.2% |