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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 | $166,272 | $172,111-3.4% | $150,298+10.6% | $137,256+21.1% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 17.53% | 69.37%-51.8pp | 62.79%-45.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,210 | $4,636-52.3% | $4,154-46.8% | $4,156-46.8% |
| Participant deferral / active EE | $5,692 | $6,166-7.7% | $5,453+4.4% | $6,407-11.2% |
| Admin fee / account holder | $1,874 | $16,471-88.6% | $14,116-86.7% | $12,270-84.7% |