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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 | $160,980 | $154,228+4.4% | $145,433+10.7% | $137,256+17.3% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 18.27% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,288 | $4,804-52.4% | $4,554-49.8% | $4,156-44.9% |
| Participant deferral / active EE | $6,931 | $8,216-15.6% | $7,897-12.2% | $6,407+8.2% |
| Admin fee / account holder | $32,584 | $14,344+127.2% | $13,129+148.2% | $12,270+165.6% |