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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 | $165,522 | $172,111-3.8% | $150,298+10.1% | $137,256+20.6% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 16.31% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,814 | $4,636-39.3% | $4,154-32.3% | $4,156-32.3% |
| Participant deferral / active EE | $7,387 | $6,166+19.8% | $5,453+35.5% | $6,407+15.3% |
| Admin fee / account holder | $20,720 | $16,471+25.8% | $14,116+46.8% | $12,270+68.9% |