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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 | $160,849 | $172,111-6.5% | $150,298+7.0% | $137,256+17.2% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 13.74% | 69.37%-55.6pp | 62.79%-49.0pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,822 | $4,636-17.6% | $4,154-8.0% | $4,156-8.0% |
| Participant deferral / active EE | $5,739 | $6,166-6.9% | $5,453+5.3% | $6,407-10.4% |
| Admin fee / account holder | $10,924 | $16,471-33.7% | $14,116-22.6% | $12,270-11.0% |