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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 | $181,062-5.8% | $158,223+7.8% | $155,188+9.9% |
| Participation rate | 77.3% | 82.7%-5.4pp | 79.2%-1.9pp | 80.8%-3.5pp |
| Annual return | 14.25% | 57.39%-43.1pp | 52.09%-37.8pp | 148.84%-134.6pp |
| Employer contribution / active EE | $1,497 | $4,565-67.2% | $4,109-63.6% | $4,248-64.8% |
| Participant deferral / active EE | $6,491 | $6,134+5.8% | $5,467+18.7% | $6,531-0.6% |
| Admin fee / account holder | $4,212 | $18,825-77.6% | $16,047-73.8% | $14,480-70.9% |