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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 | $162,290 | $154,209+5.2% | $130,062+24.8% | $139,487+16.3% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 19.30% | 32.52%-13.2pp | -137.37%+156.7pp | 373.84%-354.5pp |
| Employer contribution / active EE | $4,199 | $5,292-20.7% | $4,322-2.8% | $4,755-11.7% |
| Participant deferral / active EE | $9,379 | $6,709+39.8% | $5,821+61.1% | $6,713+39.7% |
| Admin fee / account holder | $6,841 | $13,988-51.1% | $10,601-35.5% | $11,407-40.0% |