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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 | $171,260 | $172,111-0.5% | $150,298+13.9% | $137,256+24.8% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 12.09% | 69.37%-57.3pp | 62.79%-50.7pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,780 | $4,636-40.0% | $4,154-33.1% | $4,156-33.1% |
| Participant deferral / active EE | $8,875 | $6,166+43.9% | $5,453+62.8% | $6,407+38.5% |
| Admin fee / account holder | $621 | $16,471-96.2% | $14,116-95.6% | $12,270-94.9% |