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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 | $162,237 | $202,440-19.9% | $169,390-4.2% | $139,466+16.3% |
| Participation rate | 81.8% | 81.1%+0.7pp | 77.2%+4.6pp | 80.3%+1.5pp |
| Annual return | 13.55% | 532.36%-518.8pp | 406.07%-392.5pp | 373.66%-360.1pp |
| Employer contribution / active EE | $2,639 | $4,693-43.8% | $4,013-34.2% | $4,754-44.5% |
| Participant deferral / active EE | $6,160 | $6,940-11.2% | $6,222-1.0% | $6,712-8.2% |
| Admin fee / account holder | $2,403 | $10,722-77.6% | $9,015-73.3% | $11,409-78.9% |