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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 | $166,859 | $201,370-17.1% | $184,256-9.4% | $145,897+14.4% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 15.92% | 29.05%-13.1pp | 28.85%-12.9pp | 552.29%-536.4pp |
| Employer contribution / active EE | $4,778 | $7,024-32.0% | $6,427-25.7% | $4,663+2.5% |
| Participant deferral / active EE | $8,730 | $9,808-11.0% | $9,133-4.4% | $6,689+30.5% |
| Admin fee / account holder | $826 | $16,364-95.0% | $13,899-94.1% | $13,390-93.8% |