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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 | $200,368 | $185,312+8.1% | $161,489+24.1% | $154,746+29.5% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 13.99% | 103.84%-89.9pp | 89.72%-75.7pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,474 | $4,769-69.1% | $4,268-65.5% | $4,379-66.4% |
| Participant deferral / active EE | $4,368 | $6,350-31.2% | $5,630-22.4% | $6,730-35.1% |
| Admin fee / account holder | $13,036 | $18,654-30.1% | $16,006-18.6% | $14,365-9.3% |