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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 | $174,379+3.9% | $152,093+19.1% | $138,895+30.4% |
| Participation rate | 77.8% | 81.6%-3.9pp | 77.8%0pp | 79.9%-2.1pp |
| Annual return | 14.48% | 74.86%-60.4pp | 66.36%-51.9pp | 145.39%-130.9pp |
| Employer contribution / active EE | $5,353 | $4,652+15.1% | $4,175+28.2% | $4,194+27.6% |
| Participant deferral / active EE | $2,583 | $6,159-58.1% | $5,451-52.6% | $6,396-59.6% |
| Admin fee / account holder | $3,341 | $16,880-80.2% | $14,497-77.0% | $12,562-73.4% |