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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 | $171,695 | $183,627-6.5% | $155,602+10.3% | $145,978+17.6% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 15.00% | 61.32%-46.3pp | 64.81%-49.8pp | 550.52%-535.5pp |
| Employer contribution / active EE | $3,200 | $5,316-39.8% | $4,675-31.5% | $4,662-31.4% |
| Participant deferral / active EE | $7,781 | $6,466+20.3% | $5,629+38.2% | $6,690+16.3% |
| Admin fee / account holder | $1,046 | $19,327-94.6% | $15,923-93.4% | $13,400-92.2% |