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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 | $168,258 | $165,399+1.7% | $149,745+12.4% | $158,982+5.8% |
| Participation rate | 73.7% | 84.6%-10.9pp | 82.5%-8.8pp | 82.0%-8.3pp |
| Annual return | 16.53% | 348.34%-331.8pp | 276.72%-260.2pp | 302.99%-286.5pp |
| Employer contribution / active EE | $1,053 | $5,105-79.4% | $4,646-77.3% | $4,763-77.9% |
| Participant deferral / active EE | $8,470 | $7,183+17.9% | $6,843+23.8% | $5,983+41.6% |
| Admin fee / account holder | $578 | $10,811-94.7% | $9,312-93.8% | $11,252-94.9% |