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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 | $184,784 | $185,312-0.3% | $161,489+14.4% | $154,746+19.4% |
| Participation rate | 70.0% | 82.5%-12.5pp | 78.7%-8.7pp | 80.7%-10.7pp |
| Annual return | 19.79% | 103.84%-84.0pp | 89.72%-69.9pp | 172.34%-152.5pp |
| Employer contribution / active EE | $3,345 | $4,769-29.9% | $4,268-21.6% | $4,379-23.6% |
| Participant deferral / active EE | $6,414 | $6,350+1.0% | $5,630+13.9% | $6,730-4.7% |
| Admin fee / account holder | $6,189 | $18,654-66.8% | $16,006-61.3% | $14,365-56.9% |