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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 | $162,633 | $97,751+66.4% | $103,431+57.2% | $145,978+11.4% |
| Participation rate | 92.9% | 81.1%+11.8pp | 80.5%+12.3pp | 80.3%+12.6pp |
| Annual return | 12.99% | 25.43%-12.4pp | 23.92%-10.9pp | 550.52%-537.5pp |
| Employer contribution / active EE | $3,777 | $4,684-19.4% | $4,678-19.2% | $4,662-19.0% |
| Participant deferral / active EE | $6,488 | $6,603-1.7% | $6,625-2.1% | $6,690-3.0% |
| Admin fee / account holder | $1,188 | $12,515-90.5% | $9,412-87.4% | $13,400-91.1% |