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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 | $176,133 | $178,174-1.1% | $156,181+12.8% | $137,256+28.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 14.34% | 84.19%-69.9pp | 64.87%-50.5pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,363 | $4,972-72.6% | $4,294-68.3% | $4,156-67.2% |
| Participant deferral / active EE | $5,721 | $6,888-16.9% | $6,132-6.7% | $6,407-10.7% |
| Admin fee / account holder | $42,571 | $17,404+144.6% | $14,586+191.9% | $12,270+246.9% |