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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 | $175,474 | $177,156-0.9% | $147,027+19.3% | $154,746+13.4% |
| Participation rate | 88.9% | 79.4%+9.5pp | 73.7%+15.1pp | 80.7%+8.2pp |
| Annual return | 14.64% | 21.94%-7.3pp | 20.23%-5.6pp | 172.34%-157.7pp |
| Employer contribution / active EE | $5,505 | $4,336+26.9% | $3,626+51.8% | $4,379+25.7% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,336 | $14,904-84.3% | $12,223-80.9% | $14,365-83.7% |