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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 | $165,279 | $174,379-5.2% | $152,093+8.7% | $138,895+19.0% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 15.84% | 74.86%-59.0pp | 66.36%-50.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $2,444 | $4,652-47.5% | $4,175-41.5% | $4,194-41.7% |
| Participant deferral / active EE | $14,388 | $6,159+133.6% | $5,451+163.9% | $6,396+125.0% |
| Admin fee / account holder | $3,130 | $16,880-81.5% | $14,497-78.4% | $12,562-75.1% |