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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 | $181,062-6.3% | $158,223+7.2% | $155,188+9.3% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 14.94% | 57.39%-42.4pp | 52.09%-37.1pp | 148.84%-133.9pp |
| Employer contribution / active EE | $3,735 | $4,565-18.2% | $4,109-9.1% | $4,248-12.1% |
| Participant deferral / active EE | $8,458 | $6,134+37.9% | $5,467+54.7% | $6,531+29.5% |
| Admin fee / account holder | $1,206 | $18,825-93.6% | $16,047-92.5% | $14,480-91.7% |