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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 | $171,906 | $228,395-24.7% | $185,861-7.5% | $158,982+8.1% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 6.79% | 40.82%-34.0pp | 35.96%-29.2pp | 302.99%-296.2pp |
| Employer contribution / active EE | $3,542 | $4,968-28.7% | $4,088-13.4% | $4,763-25.6% |
| Participant deferral / active EE | $8,450 | $6,417+31.7% | $5,634+50.0% | $5,983+41.2% |
| Admin fee / account holder | $4,292 | $11,869-63.8% | $9,503-54.8% | $11,252-61.9% |