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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 | $211,239-0.6% | $178,528+17.6% | $145,877+43.9% |
| Participation rate | 87.0% | 80.8%+6.2pp | 77.1%+9.9pp | 80.3%+6.7pp |
| Annual return | 11.58% | 30.22%-18.6pp | 27.11%-15.5pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,633 | $4,570-42.4% | $3,950-33.3% | $4,663-43.5% |
| Participant deferral / active EE | $9,383 | $6,963+34.8% | $6,278+49.5% | $6,691+40.2% |
| Admin fee / account holder | $1,575 | $12,095-87.0% | $10,419-84.9% | $13,402-88.2% |