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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 | $176,849 | $181,062-2.3% | $158,223+11.8% | $155,188+14.0% |
| Participation rate | 84.6% | 82.7%+2.0pp | 79.2%+5.4pp | 80.8%+3.8pp |
| Annual return | 12.75% | 57.39%-44.6pp | 52.09%-39.3pp | 148.84%-136.1pp |
| Employer contribution / active EE | $7,340 | $4,565+60.8% | $4,109+78.6% | $4,248+72.8% |
| Participant deferral / active EE | $4,785 | $6,134-22.0% | $5,467-12.5% | $6,531-26.7% |
| Admin fee / account holder | $5,525 | $18,825-70.7% | $16,047-65.6% | $14,480-61.8% |