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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 | $168,529 | $183,592-8.2% | $155,574+8.3% | $145,877+15.5% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 14.86% | 61.37%-46.5pp | 64.87%-50.0pp | 551.28%-536.4pp |
| Employer contribution / active EE | $4,396 | $5,317-17.3% | $4,676-6.0% | $4,663-5.7% |
| Participant deferral / active EE | $3,485 | $6,466-46.1% | $5,629-38.1% | $6,691-47.9% |
| Admin fee / account holder | $1,768 | $19,316-90.8% | $15,914-88.9% | $13,402-86.8% |