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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 | $97,765+66.4% | $103,486+57.2% | $145,884+11.5% |
| Participation rate | 92.9% | 81.1%+11.7pp | 80.5%+12.3pp | 80.3%+12.6pp |
| Annual return | 12.99% | 25.44%-12.5pp | 23.93%-10.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $3,777 | $4,687-19.4% | $4,679-19.3% | $4,662-19.0% |
| Participant deferral / active EE | $6,488 | $6,606-1.8% | $6,628-2.1% | $6,690-3.0% |
| Admin fee / account holder | $1,188 | $12,505-90.5% | $9,354-87.3% | $13,392-91.1% |