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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 | $211,224-12.0% | $178,505+4.1% | $145,897+27.3% |
| Participation rate | 83.3% | 80.8%+2.5pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 11.14% | 30.28%-19.1pp | 27.16%-16.0pp | 552.29%-541.2pp |
| Employer contribution / active EE | $2,479 | $4,577-45.8% | $3,955-37.3% | $4,663-46.8% |
| Participant deferral / active EE | $8,259 | $6,966+18.6% | $6,280+31.5% | $6,689+23.5% |
| Admin fee / account holder | $10,986 | $12,109-9.3% | $10,428+5.3% | $13,390-18.0% |