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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 | $209,987 | $211,224-0.6% | $178,505+17.6% | $145,897+43.9% |
| Participation rate | 87.0% | 80.8%+6.1pp | 77.1%+9.8pp | 80.3%+6.7pp |
| Annual return | 11.58% | 30.28%-18.7pp | 27.16%-15.6pp | 552.29%-540.7pp |
| Employer contribution / active EE | $2,633 | $4,577-42.5% | $3,955-33.4% | $4,663-43.5% |
| Participant deferral / active EE | $9,383 | $6,966+34.7% | $6,280+49.4% | $6,689+40.3% |
| Admin fee / account holder | $1,575 | $12,109-87.0% | $10,428-84.9% | $13,390-88.2% |