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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 | $161,600 | $180,028-10.2% | $138,135+17.0% | $158,950+1.7% |
| Participation rate | 86.7% | 82.2%+4.4pp | 78.7%+8.0pp | 82.0%+4.7pp |
| Annual return | 12.08% | 21.68%-9.6pp | 20.51%-8.4pp | 302.91%-290.8pp |
| Employer contribution / active EE | $2,211 | $7,470-70.4% | $5,587-60.4% | $4,762-53.6% |
| Participant deferral / active EE | $3,868 | $7,717-49.9% | $6,431-39.9% | $5,983-35.3% |
| Admin fee / account holder | $22,121 | $17,912+23.5% | $11,856+86.6% | $11,248+96.7% |