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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 | $166,183 | $165,381+0.5% | $149,730+11.0% | $158,966+4.5% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 17.77% | 348.29%-330.5pp | 276.70%-258.9pp | 302.95%-285.2pp |
| Employer contribution / active EE | $3,227 | $5,104-36.8% | $4,645-30.5% | $4,762-32.3% |
| Participant deferral / active EE | $9,760 | $7,182+35.9% | $6,843+42.6% | $5,983+63.1% |
| Admin fee / account holder | $791 | $10,809-92.7% | $9,310-91.5% | $11,250-93.0% |