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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 | $185,233 | $178,174+4.0% | $156,181+18.6% | $137,256+35.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 14.06% | 84.19%-70.1pp | 64.87%-50.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,253 | $4,972-54.7% | $4,294-47.5% | $4,156-45.8% |
| Participant deferral / active EE | $3,427 | $6,888-50.2% | $6,132-44.1% | $6,407-46.5% |
| Admin fee / account holder | $4,127 | $17,404-76.3% | $14,586-71.7% | $12,270-66.4% |