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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 | $162,923 | $174,379-6.6% | $152,093+7.1% | $138,895+17.3% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 14.84% | 74.86%-60.0pp | 66.36%-51.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $6,133 | $4,652+31.8% | $4,175+46.9% | $4,194+46.2% |
| Participant deferral / active EE | $15,459 | $6,159+151.0% | $5,451+183.6% | $6,396+141.7% |
| Admin fee / account holder | $1,620 | $16,880-90.4% | $14,497-88.8% | $12,562-87.1% |