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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 | $185,312-12.1% | $161,489+0.8% | $154,746+5.2% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 16.30% | 103.84%-87.5pp | 89.72%-73.4pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,820 | $4,769-61.8% | $4,268-57.4% | $4,379-58.4% |
| Participant deferral / active EE | $6,370 | $6,350+0.3% | $5,630+13.1% | $6,730-5.4% |
| Admin fee / account holder | $2,567 | $18,654-86.2% | $16,006-84.0% | $14,365-82.1% |