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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 | $165,904 | $178,174-6.9% | $156,181+6.2% | $137,256+20.9% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.8%+11.2pp | 80.0%+10.0pp |
| Annual return | 13.47% | 84.19%-70.7pp | 64.87%-51.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,633 | $4,972-47.0% | $4,294-38.7% | $4,156-36.6% |
| Participant deferral / active EE | $7,256 | $6,888+5.3% | $6,132+18.3% | $6,407+13.3% |
| Admin fee / account holder | $1,486 | $17,404-91.5% | $14,586-89.8% | $12,270-87.9% |