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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 | $175,474 | $161,352+8.8% | $134,172+30.8% | $137,256+27.8% |
| Participation rate | 88.9% | 78.3%+10.6pp | 72.5%+16.4pp | 80.0%+8.9pp |
| Annual return | 14.64% | 28.72%-14.1pp | 25.30%-10.7pp | 220.34%-205.7pp |
| Employer contribution / active EE | $5,505 | $4,099+34.3% | $3,420+61.0% | $4,156+32.5% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,336 | $15,028-84.5% | $12,016-80.6% | $12,270-81.0% |