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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 | $165,070 | $178,174-7.4% | $156,181+5.7% | $137,256+20.3% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 18.04% | 84.19%-66.2pp | 64.87%-46.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $6,449 | $4,972+29.7% | $4,294+50.2% | $4,156+55.2% |
| Participant deferral / active EE | $10,850 | $6,888+57.5% | $6,132+76.9% | $6,407+69.4% |
| Admin fee / account holder | $1,424 | $17,404-91.8% | $14,586-90.2% | $12,270-88.4% |