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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 | $187,226 | $185,312+1.0% | $161,489+15.9% | $154,746+21.0% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 15.17% | 103.84%-88.7pp | 89.72%-74.5pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,269 | $4,769-73.4% | $4,268-70.3% | $4,379-71.0% |
| Participant deferral / active EE | $7,697 | $6,350+21.2% | $5,630+36.7% | $6,730+14.4% |
| Admin fee / account holder | $660 | $18,654-96.5% | $16,006-95.9% | $14,365-95.4% |