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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 | $160,247 | $174,379-8.1% | $152,093+5.4% | $138,895+15.4% |
| Participation rate | 84.2% | 81.6%+2.6pp | 77.8%+6.4pp | 79.9%+4.3pp |
| Annual return | 12.40% | 74.86%-62.5pp | 66.36%-54.0pp | 145.39%-133.0pp |
| Employer contribution / active EE | $3,008 | $4,652-35.3% | $4,175-27.9% | $4,194-28.3% |
| Participant deferral / active EE | $6,856 | $6,159+11.3% | $5,451+25.8% | $6,396+7.2% |
| Admin fee / account holder | $2,092 | $16,880-87.6% | $14,497-85.6% | $12,562-83.4% |