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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 | $167,819 | $157,304+6.7% | $141,197+18.9% | $152,909+9.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 24.05% | 64.34%-40.3pp | 71.41%-47.4pp | 345.46%-321.4pp |
| Employer contribution / active EE | $1,598 | $5,263-69.6% | $4,736-66.3% | $4,764-66.5% |
| Participant deferral / active EE | $9,155 | $7,111+28.7% | $6,710+36.4% | $5,851+56.5% |
| Admin fee / account holder | $1,122 | $12,126-90.7% | $10,265-89.1% | $11,601-90.3% |