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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 | $176,530 | $228,352-22.7% | $185,827-5.0% | $158,950+11.1% |
| Participation rate | 84.6% | 82.3%+2.3pp | 78.0%+6.6pp | 82.0%+2.7pp |
| Annual return | 18.27% | 40.81%-22.5pp | 35.96%-17.7pp | 302.91%-284.6pp |
| Employer contribution / active EE | $6,531 | $4,967+31.5% | $4,087+59.8% | $4,762+37.1% |
| Participant deferral / active EE | $9,524 | $6,416+48.4% | $5,633+69.1% | $5,983+59.2% |
| Admin fee / account holder | $3,125 | $11,867-73.7% | $9,502-67.1% | $11,248-72.2% |