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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 | $171,996 | $172,111-0.1% | $150,298+14.4% | $137,256+25.3% |
| Participation rate | 95.7% | 81.7%+13.9pp | 77.8%+17.9pp | 80.0%+15.7pp |
| Annual return | 17.13% | 69.37%-52.2pp | 62.79%-45.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $7,211 | $4,636+55.5% | $4,154+73.6% | $4,156+73.5% |
| Participant deferral / active EE | $7,150 | $6,166+16.0% | $5,453+31.1% | $6,407+11.6% |
| Admin fee / account holder | $4,135 | $16,471-74.9% | $14,116-70.7% | $12,270-66.3% |