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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 | $162,842 | $172,111-5.4% | $150,298+8.3% | $137,256+18.6% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 16.30% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,820 | $4,636-60.8% | $4,154-56.2% | $4,156-56.2% |
| Participant deferral / active EE | $6,370 | $6,166+3.3% | $5,453+16.8% | $6,407-0.6% |
| Admin fee / account holder | $2,567 | $16,471-84.4% | $14,116-81.8% | $12,270-79.1% |