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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 | $151,695 | $185,312-18.1% | $161,489-6.1% | $154,746-2.0% |
| Participation rate | 94.7% | 82.5%+12.3pp | 78.7%+16.0pp | 80.7%+14.0pp |
| Annual return | 15.62% | 103.84%-88.2pp | 89.72%-74.1pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,598 | $4,769-66.5% | $4,268-62.6% | $4,379-63.5% |
| Participant deferral / active EE | $8,460 | $6,350+33.2% | $5,630+50.3% | $6,730+25.7% |
| Admin fee / account holder | $4,328 | $18,654-76.8% | $16,006-73.0% | $14,365-69.9% |