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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 | $167,870 | $162,812+3.1% | $133,971+25.3% | $158,966+5.6% |
| Participation rate | 94.7% | 83.2%+11.5pp | 79.8%+14.9pp | 82.0%+12.8pp |
| Annual return | 14.81% | 41.94%-27.1pp | 45.09%-30.3pp | 302.95%-288.1pp |
| Employer contribution / active EE | $4,670 | $4,976-6.2% | $3,919+19.2% | $4,762-1.9% |
| Participant deferral / active EE | $4,721 | $5,910-20.1% | $5,047-6.5% | $5,983-21.1% |
| Admin fee / account holder | $4,600 | $11,741-60.8% | $8,929-48.5% | $11,250-59.1% |