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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 | $158,052 | $178,174-11.3% | $156,181+1.2% | $137,256+15.2% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.8%+15.3pp | 80.0%+14.2pp |
| Annual return | 14.74% | 84.19%-69.5pp | 64.87%-50.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,825 | $4,972-43.2% | $4,294-34.2% | $4,156-32.0% |
| Participant deferral / active EE | $7,915 | $6,888+14.9% | $6,132+29.1% | $6,407+23.5% |
| Admin fee / account holder | $10,315 | $17,404-40.7% | $14,586-29.3% | $12,270-15.9% |