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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 | $122,686 | $165,399-25.8% | $149,745-18.1% | $158,982-22.8% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 14.93% | 348.34%-333.4pp | 276.72%-261.8pp | 302.99%-288.1pp |
| Employer contribution / active EE | $4,091 | $5,105-19.9% | $4,646-11.9% | $4,763-14.1% |
| Participant deferral / active EE | $7,907 | $7,183+10.1% | $6,843+15.5% | $5,983+32.1% |
| Admin fee / account holder | $926 | $10,811-91.4% | $9,312-90.1% | $11,252-91.8% |