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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 | $164,094 | $211,224-22.3% | $178,505-8.1% | $145,897+12.5% |
| Participation rate | 91.3% | 80.8%+10.5pp | 77.1%+14.2pp | 80.3%+11.0pp |
| Annual return | 12.69% | 30.28%-17.6pp | 27.16%-14.5pp | 552.29%-539.6pp |
| Employer contribution / active EE | $4,617 | $4,577+0.9% | $3,955+16.7% | $4,663-1.0% |
| Participant deferral / active EE | $11,725 | $6,966+68.3% | $6,280+86.7% | $6,689+75.3% |
| Admin fee / account holder | $30,950 | $12,109+155.6% | $10,428+196.8% | $13,390+131.1% |