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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 | $185,312-14.7% | $161,489-2.1% | $154,746+2.1% |
| Participation rate | 94.4% | 82.5%+12.0pp | 78.7%+15.7pp | 80.7%+13.7pp |
| Annual return | 16.78% | 103.84%-87.1pp | 89.72%-72.9pp | 172.34%-155.6pp |
| Employer contribution / active EE | $9,413 | $4,769+97.4% | $4,268+120.5% | $4,379+114.9% |
| Participant deferral / active EE | $6,634 | $6,350+4.5% | $5,630+17.8% | $6,730-1.4% |
| Admin fee / account holder | $11,347 | $18,654-39.2% | $16,006-29.1% | $14,365-21.0% |