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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 | $162,276 | $178,174-8.9% | $156,181+3.9% | $137,256+18.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 10.26% | 84.19%-73.9pp | 64.87%-54.6pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,819 | $4,972-63.4% | $4,294-57.6% | $4,156-56.2% |
| Participant deferral / active EE | $9,330 | $6,888+35.5% | $6,132+52.1% | $6,407+45.6% |
| Admin fee / account holder | $2,481 | $17,404-85.7% | $14,586-83.0% | $12,270-79.8% |