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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 | $181,262 | $211,239-14.2% | $178,528+1.5% | $145,877+24.3% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 14.34% | 30.22%-15.9pp | 27.11%-12.8pp | 551.28%-536.9pp |
| Employer contribution / active EE | $6,739 | $4,570+47.4% | $3,950+70.6% | $4,663+44.5% |
| Participant deferral / active EE | $15,910 | $6,963+128.5% | $6,278+153.4% | $6,691+137.8% |
| Admin fee / account holder | $2,322 | $12,095-80.8% | $10,419-77.7% | $13,402-82.7% |