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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 | $169,653 | $172,111-1.4% | $150,298+12.9% | $137,256+23.6% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 14.94% | 69.37%-54.4pp | 62.79%-47.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $3,735 | $4,636-19.4% | $4,154-10.1% | $4,156-10.1% |
| Participant deferral / active EE | $8,458 | $6,166+37.2% | $5,453+55.1% | $6,407+32.0% |
| Admin fee / account holder | $1,206 | $16,471-92.7% | $14,116-91.5% | $12,270-90.2% |