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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 | $181,062+3.4% | $158,223+18.3% | $155,188+20.6% |
| Participation rate | 71.4% | 82.7%-11.2pp | 79.2%-7.8pp | 80.8%-9.4pp |
| Annual return | 15.17% | 57.39%-42.2pp | 52.09%-36.9pp | 148.84%-133.7pp |
| Employer contribution / active EE | $1,269 | $4,565-72.2% | $4,109-69.1% | $4,248-70.1% |
| Participant deferral / active EE | $7,697 | $6,134+25.5% | $5,467+40.8% | $6,531+17.8% |
| Admin fee / account holder | $660 | $18,825-96.5% | $16,047-95.9% | $14,480-95.4% |