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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 | $167,055 | $182,442-8.4% | $163,379+2.2% | $138,895+20.3% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.8%+14.1pp | 79.9%+11.0pp |
| Annual return | 20.53% | 72.74%-52.2pp | 63.41%-42.9pp | 145.39%-124.9pp |
| Employer contribution / active EE | $1,868 | $4,159-55.1% | $3,752-50.2% | $4,194-55.5% |
| Participant deferral / active EE | $6,966 | $6,817+2.2% | $6,282+10.9% | $6,396+8.9% |
| Admin fee / account holder | $1,333 | $10,396-87.2% | $9,818-86.4% | $12,562-89.4% |