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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 | $161,713 | $174,379-7.3% | $152,093+6.3% | $138,895+16.4% |
| Participation rate | 70.6% | 81.6%-11.1pp | 77.8%-7.2pp | 79.9%-9.3pp |
| Annual return | 14.45% | 74.86%-60.4pp | 66.36%-51.9pp | 145.39%-130.9pp |
| Employer contribution / active EE | $2,349 | $4,652-49.5% | $4,175-43.7% | $4,194-44.0% |
| Participant deferral / active EE | $7,682 | $6,159+24.7% | $5,451+40.9% | $6,396+20.1% |
| Admin fee / account holder | $26,209 | $16,880+55.3% | $14,497+80.8% | $12,562+108.6% |