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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 | $185,312-8.4% | $161,489+5.1% | $154,746+9.6% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 14.94% | 103.84%-88.9pp | 89.72%-74.8pp | 172.34%-157.4pp |
| Employer contribution / active EE | $3,735 | $4,769-21.7% | $4,268-12.5% | $4,379-14.7% |
| Participant deferral / active EE | $8,458 | $6,350+33.2% | $5,630+50.2% | $6,730+25.7% |
| Admin fee / account holder | $1,206 | $18,654-93.5% | $16,006-92.5% | $14,365-91.6% |