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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 | $175,725 | $162,136+8.4% | $152,301+15.4% | $154,746+13.6% |
| Participation rate | 76.9% | 84.1%-7.2pp | 82.4%-5.5pp | 80.7%-3.8pp |
| Annual return | 16.51% | 91.02%-74.5pp | 80.50%-64.0pp | 172.34%-155.8pp |
| Employer contribution / active EE | $2,939 | $4,890-39.9% | $4,624-36.5% | $4,379-32.9% |
| Participant deferral / active EE | $7,841 | $8,341-6.0% | $8,004-2.0% | $6,730+16.5% |
| Admin fee / account holder | $4,901 | $15,759-68.9% | $14,398-66.0% | $14,365-65.9% |