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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 | $155,982 | $172,111-9.4% | $150,298+3.8% | $137,256+13.6% |
| Participation rate | 93.8% | 81.7%+12.0pp | 77.8%+16.0pp | 80.0%+13.8pp |
| Annual return | 16.91% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $4,412 | $4,636-4.8% | $4,154+6.2% | $4,156+6.1% |
| Participant deferral / active EE | $2,730 | $6,166-55.7% | $5,453-49.9% | $6,407-57.4% |
| Admin fee / account holder | $10,398 | $16,471-36.9% | $14,116-26.3% | $12,270-15.3% |