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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 | $171,260 | $185,312-7.6% | $161,489+6.1% | $154,746+10.7% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 12.09% | 103.84%-91.8pp | 89.72%-77.6pp | 172.34%-160.2pp |
| Employer contribution / active EE | $2,780 | $4,769-41.7% | $4,268-34.9% | $4,379-36.5% |
| Participant deferral / active EE | $8,875 | $6,350+39.8% | $5,630+57.6% | $6,730+31.9% |
| Admin fee / account holder | $621 | $18,654-96.7% | $16,006-96.1% | $14,365-95.7% |