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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 | $156,568 | $176,838-11.5% | $146,685+6.7% | $167,518-6.5% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 9.38% | 24.04%-14.7pp | 22.75%-13.4pp | 478.71%-469.3pp |
| Employer contribution / active EE | $6,500 | $5,161+25.9% | $4,137+57.1% | $4,838+34.3% |
| Participant deferral / active EE | $7,681 | $6,441+19.3% | $5,507+39.5% | $6,342+21.1% |
| Admin fee / account holder | $2,693 | $13,262-79.7% | $10,281-73.8% | $12,312-78.1% |