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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 | $166,570 | $174,379-4.5% | $152,093+9.5% | $138,895+19.9% |
| Participation rate | 94.4% | 81.6%+12.8pp | 77.8%+16.7pp | 79.9%+14.5pp |
| Annual return | 15.28% | 74.86%-59.6pp | 66.36%-51.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $7,409 | $4,652+59.3% | $4,175+77.5% | $4,194+76.6% |
| Participant deferral / active EE | $4,510 | $6,159-26.8% | $5,451-17.3% | $6,396-29.5% |
| Admin fee / account holder | $6,097 | $16,880-63.9% | $14,497-57.9% | $12,562-51.5% |