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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 | $165,883 | $127,387+30.2% | $115,038+44.2% | $125,389+32.3% |
| Participation rate | 94.4% | 84.2%+10.3pp | 81.4%+13.1pp | 83.2%+11.3pp |
| Annual return | -0.16% | 31.28%-31.4pp | 26.14%-26.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $7,466 | $5,166+44.5% | $4,608+62.0% | $4,866+53.4% |
| Participant deferral / active EE | $7,865 | $6,423+22.4% | $6,026+30.5% | $5,352+47.0% |
| Admin fee / account holder | $2,644 | $9,516-72.2% | $8,175-67.7% | $9,541-72.3% |