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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 | $185,312-13.5% | $161,489-0.8% | $154,746+3.6% |
| Participation rate | 84.2% | 82.5%+1.7pp | 78.7%+5.5pp | 80.7%+3.5pp |
| Annual return | 12.40% | 103.84%-91.4pp | 89.72%-77.3pp | 172.34%-159.9pp |
| Employer contribution / active EE | $3,008 | $4,769-36.9% | $4,268-29.5% | $4,379-31.3% |
| Participant deferral / active EE | $6,856 | $6,350+8.0% | $5,630+21.8% | $6,730+1.9% |
| Admin fee / account holder | $2,092 | $18,654-88.8% | $16,006-86.9% | $14,365-85.4% |