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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 | $172,111-3.2% | $150,298+10.8% | $137,256+21.4% |
| Participation rate | 94.4% | 81.7%+12.7pp | 77.8%+16.7pp | 80.0%+14.5pp |
| Annual return | 15.28% | 69.37%-54.1pp | 62.79%-47.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $7,409 | $4,636+59.8% | $4,154+78.4% | $4,156+78.3% |
| Participant deferral / active EE | $4,510 | $6,166-26.9% | $5,453-17.3% | $6,407-29.6% |
| Admin fee / account holder | $6,097 | $16,471-63.0% | $14,116-56.8% | $12,270-50.3% |