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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 | $177,120 | $172,111+2.9% | $150,298+17.8% | $137,256+29.0% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 18.20% | 69.37%-51.2pp | 62.79%-44.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,254 | $4,636-72.9% | $4,154-69.8% | $4,156-69.8% |
| Participant deferral / active EE | $6,750 | $6,166+9.5% | $5,453+23.8% | $6,407+5.4% |
| Admin fee / account holder | $17,132 | $16,471+4.0% | $14,116+21.4% | $12,270+39.6% |