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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 | $178,571 | $201,370-11.3% | $184,256-3.1% | $145,897+22.4% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 15.96% | 29.05%-13.1pp | 28.85%-12.9pp | 552.29%-536.3pp |
| Employer contribution / active EE | $3,202 | $7,024-54.4% | $6,427-50.2% | $4,663-31.3% |
| Participant deferral / active EE | $8,281 | $9,808-15.6% | $9,133-9.3% | $6,689+23.8% |
| Admin fee / account holder | $660 | $16,364-96.0% | $13,899-95.3% | $13,390-95.1% |