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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 | $167,900 | $162,136+3.6% | $152,301+10.2% | $154,746+8.5% |
| Participation rate | 78.6% | 84.1%-5.5pp | 82.4%-3.9pp | 80.7%-2.1pp |
| Annual return | 15.74% | 91.02%-75.3pp | 80.50%-64.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,555 | $4,890-47.7% | $4,624-44.7% | $4,379-41.6% |
| Participant deferral / active EE | $8,647 | $8,341+3.7% | $8,004+8.0% | $6,730+28.5% |
| Admin fee / account holder | $5,628 | $15,759-64.3% | $14,398-60.9% | $14,365-60.8% |