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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 | $181,062-12.7% | $158,223-0.1% | $155,188+1.8% |
| Participation rate | 94.4% | 82.7%+11.8pp | 79.2%+15.2pp | 80.8%+13.6pp |
| Annual return | 16.78% | 57.39%-40.6pp | 52.09%-35.3pp | 148.84%-132.1pp |
| Employer contribution / active EE | $9,413 | $4,565+106.2% | $4,109+129.1% | $4,248+121.6% |
| Participant deferral / active EE | $6,634 | $6,134+8.1% | $5,467+21.4% | $6,531+1.6% |
| Admin fee / account holder | $11,347 | $18,825-39.7% | $16,047-29.3% | $14,480-21.6% |