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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 | $181,062-8.0% | $158,223+5.3% | $155,188+7.3% |
| Participation rate | 94.4% | 82.7%+11.8pp | 79.2%+15.2pp | 80.8%+13.6pp |
| Annual return | 15.28% | 57.39%-42.1pp | 52.09%-36.8pp | 148.84%-133.6pp |
| Employer contribution / active EE | $7,409 | $4,565+62.3% | $4,109+80.3% | $4,248+74.4% |
| Participant deferral / active EE | $4,510 | $6,134-26.5% | $5,467-17.5% | $6,531-30.9% |
| Admin fee / account holder | $6,097 | $18,825-67.6% | $16,047-62.0% | $14,480-57.9% |