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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 | $181,097 | $185,312-2.3% | $161,489+12.1% | $154,746+17.0% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.7%-0.9pp | 80.7%-2.9pp |
| Annual return | 14.48% | 103.84%-89.4pp | 89.72%-75.2pp | 172.34%-157.9pp |
| Employer contribution / active EE | $5,353 | $4,769+12.2% | $4,268+25.4% | $4,379+22.2% |
| Participant deferral / active EE | $2,583 | $6,350-59.3% | $5,630-54.1% | $6,730-61.6% |
| Admin fee / account holder | $3,341 | $18,654-82.1% | $16,006-79.1% | $14,365-76.7% |