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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 | $161,064 | $197,637-18.5% | $177,848-9.4% | $158,982+1.3% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.7%-5.9pp | 82.0%-0.1pp |
| Annual return | 19.38% | 58.77%-39.4pp | 48.33%-28.9pp | 302.99%-283.6pp |
| Employer contribution / active EE | $3,672 | $6,698-45.2% | $5,919-38.0% | $4,763-22.9% |
| Participant deferral / active EE | $9,963 | $8,405+18.5% | $7,714+29.2% | $5,983+66.5% |
| Admin fee / account holder | $414 | $15,406-97.3% | $12,431-96.7% | $11,252-96.3% |