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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 | $169,285 | $174,379-2.9% | $152,093+11.3% | $138,895+21.9% |
| Participation rate | 71.4% | 81.6%-10.2pp | 77.8%-6.3pp | 79.9%-8.5pp |
| Annual return | 19.24% | 74.86%-55.6pp | 66.36%-47.1pp | 145.39%-126.2pp |
| Employer contribution / active EE | $5,401 | $4,652+16.1% | $4,175+29.4% | $4,194+28.8% |
| Participant deferral / active EE | $7,226 | $6,159+17.3% | $5,451+32.5% | $6,396+13.0% |
| Admin fee / account holder | $616 | $16,880-96.3% | $14,497-95.7% | $12,562-95.1% |