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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 | $165,346 | $157,304+5.1% | $141,197+17.1% | $152,909+8.1% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 18.98% | 64.34%-45.4pp | 71.41%-52.4pp | 345.46%-326.5pp |
| Employer contribution / active EE | $3,046 | $5,263-42.1% | $4,736-35.7% | $4,764-36.1% |
| Participant deferral / active EE | $6,585 | $7,111-7.4% | $6,710-1.9% | $5,851+12.5% |
| Admin fee / account holder | $2,617 | $12,126-78.4% | $10,265-74.5% | $11,601-77.4% |