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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 | $183,234 | $162,785+12.6% | $133,959+36.8% | $158,950+15.3% |
| Participation rate | 95.2% | 83.2%+12.0pp | 79.8%+15.4pp | 82.0%+13.3pp |
| Annual return | 18.29% | 41.94%-23.7pp | 45.09%-26.8pp | 302.91%-284.6pp |
| Employer contribution / active EE | $7,078 | $4,975+42.3% | $3,919+80.6% | $4,762+48.6% |
| Participant deferral / active EE | $8,186 | $5,910+38.5% | $5,047+62.2% | $5,983+36.8% |
| Admin fee / account holder | $6,005 | $11,738-48.8% | $8,928-32.7% | $11,248-46.6% |