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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 | $172,111+8.8% | $150,298+24.6% | $137,256+36.4% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 15.17% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,269 | $4,636-72.6% | $4,154-69.5% | $4,156-69.5% |
| Participant deferral / active EE | $7,697 | $6,166+24.8% | $5,453+41.2% | $6,407+20.1% |
| Admin fee / account holder | $660 | $16,471-96.0% | $14,116-95.3% | $12,270-94.6% |