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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 | $167,289 | $174,379-4.1% | $152,093+10.0% | $138,895+20.4% |
| Participation rate | 92.3% | 81.6%+10.7pp | 77.8%+14.5pp | 79.9%+12.4pp |
| Annual return | 21.41% | 74.86%-53.5pp | 66.36%-45.0pp | 145.39%-124.0pp |
| Employer contribution / active EE | $10,062 | $4,652+116.3% | $4,175+141.0% | $4,194+139.9% |
| Participant deferral / active EE | $7,655 | $6,159+24.3% | $5,451+40.4% | $6,396+19.7% |
| Admin fee / account holder | $2,274 | $16,880-86.5% | $14,497-84.3% | $12,562-81.9% |