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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 | $167,968 | $228,352-26.4% | $185,827-9.6% | $158,950+5.7% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.0%+10.9pp | 82.0%+6.9pp |
| Annual return | 12.12% | 40.81%-28.7pp | 35.96%-23.8pp | 302.91%-290.8pp |
| Employer contribution / active EE | $3,221 | $4,967-35.1% | $4,087-21.2% | $4,762-32.4% |
| Participant deferral / active EE | $12,034 | $6,416+87.6% | $5,633+113.6% | $5,983+101.1% |
| Admin fee / account holder | $1,771 | $11,867-85.1% | $9,502-81.4% | $11,248-84.3% |