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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 | $163,083 | $162,136+0.6% | $152,301+7.1% | $154,746+5.4% |
| Participation rate | 76.9% | 84.1%-7.2pp | 82.4%-5.5pp | 80.7%-3.8pp |
| Annual return | 13.47% | 91.02%-77.6pp | 80.50%-67.0pp | 172.34%-158.9pp |
| Employer contribution / active EE | $1,844 | $4,890-62.3% | $4,624-60.1% | $4,379-57.9% |
| Participant deferral / active EE | $3,731 | $8,341-55.3% | $8,004-53.4% | $6,730-44.6% |
| Admin fee / account holder | $7,832 | $15,759-50.3% | $14,398-45.6% | $14,365-45.5% |