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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 | $172,111-11.9% | $150,298+0.9% | $137,256+10.5% |
| Participation rate | 94.7% | 81.7%+13.0pp | 77.8%+17.0pp | 80.0%+14.8pp |
| Annual return | 15.62% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,598 | $4,636-65.5% | $4,154-61.5% | $4,156-61.6% |
| Participant deferral / active EE | $8,460 | $6,166+37.2% | $5,453+55.2% | $6,407+32.1% |
| Admin fee / account holder | $4,328 | $16,471-73.7% | $14,116-69.3% | $12,270-64.7% |