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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 | $161,430 | $228,352-29.3% | $185,827-13.1% | $158,950+1.6% |
| Participation rate | 91.7% | 82.3%+9.4pp | 78.0%+13.6pp | 82.0%+9.7pp |
| Annual return | 16.85% | 40.81%-24.0pp | 35.96%-19.1pp | 302.91%-286.1pp |
| Employer contribution / active EE | $2,096 | $4,967-57.8% | $4,087-48.7% | $4,762-56.0% |
| Participant deferral / active EE | $7,692 | $6,416+19.9% | $5,633+36.6% | $5,983+28.6% |
| Admin fee / account holder | $7,533 | $11,867-36.5% | $9,502-20.7% | $11,248-33.0% |