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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 | $170,597 | $185,312-7.9% | $161,489+5.6% | $154,746+10.2% |
| Participation rate | 77.3% | 82.5%-5.2pp | 78.7%-1.4pp | 80.7%-3.4pp |
| Annual return | 14.25% | 103.84%-89.6pp | 89.72%-75.5pp | 172.34%-158.1pp |
| Employer contribution / active EE | $1,497 | $4,769-68.6% | $4,268-64.9% | $4,379-65.8% |
| Participant deferral / active EE | $6,491 | $6,350+2.2% | $5,630+15.3% | $6,730-3.6% |
| Admin fee / account holder | $4,212 | $18,654-77.4% | $16,006-73.7% | $14,365-70.7% |