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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 | $211,105-0.5% | $178,449+17.7% | $145,978+43.8% |
| Participation rate | 87.0% | 80.8%+6.2pp | 77.1%+9.9pp | 80.3%+6.7pp |
| Annual return | 11.58% | 30.19%-18.6pp | 27.09%-15.5pp | 550.52%-538.9pp |
| Employer contribution / active EE | $2,633 | $4,569-42.4% | $3,951-33.3% | $4,662-43.5% |
| Participant deferral / active EE | $9,383 | $6,959+34.8% | $6,277+49.5% | $6,690+40.3% |
| Admin fee / account holder | $1,575 | $12,017-86.9% | $10,362-84.8% | $13,400-88.2% |