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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 | $185,787 | $211,239-12.0% | $178,528+4.1% | $145,877+27.4% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 11.14% | 30.22%-19.1pp | 27.11%-16.0pp | 551.28%-540.1pp |
| Employer contribution / active EE | $2,479 | $4,570-45.8% | $3,950-37.3% | $4,663-46.8% |
| Participant deferral / active EE | $8,259 | $6,963+18.6% | $6,278+31.6% | $6,691+23.4% |
| Admin fee / account holder | $10,986 | $12,095-9.2% | $10,419+5.4% | $13,402-18.0% |