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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 | $158,052 | $172,111-8.2% | $150,298+5.2% | $137,256+15.2% |
| Participation rate | 94.4% | 81.7%+12.7pp | 77.8%+16.7pp | 80.0%+14.5pp |
| Annual return | 16.78% | 69.37%-52.6pp | 62.79%-46.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $9,413 | $4,636+103.0% | $4,154+126.6% | $4,156+126.5% |
| Participant deferral / active EE | $6,634 | $6,166+7.6% | $5,453+21.7% | $6,407+3.5% |
| Admin fee / account holder | $11,347 | $16,471-31.1% | $14,116-19.6% | $12,270-7.5% |