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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 | $178,208 | $162,136+9.9% | $152,301+17.0% | $154,746+15.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 16.90% | 91.02%-74.1pp | 80.50%-63.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,545 | $4,890-68.4% | $4,624-66.6% | $4,379-64.7% |
| Participant deferral / active EE | $10,642 | $8,341+27.6% | $8,004+33.0% | $6,730+58.1% |
| Admin fee / account holder | $4,148 | $15,759-73.7% | $14,398-71.2% | $14,365-71.1% |