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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 | $146,765 | $185,312-20.8% | $161,489-9.1% | $154,746-5.2% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 17.70% | 103.84%-86.1pp | 89.72%-72.0pp | 172.34%-154.6pp |
| Employer contribution / active EE | $3,330 | $4,769-30.2% | $4,268-22.0% | $4,379-23.9% |
| Participant deferral / active EE | $10,456 | $6,350+64.7% | $5,630+85.7% | $6,730+55.4% |
| Admin fee / account holder | $1,319 | $18,654-92.9% | $16,006-91.8% | $14,365-90.8% |