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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 | $185,141-5.2% | $153,416+14.4% | $155,188+13.1% |
| Participation rate | 88.9% | 79.9%+9.0pp | 74.3%+14.5pp | 80.8%+8.1pp |
| Annual return | 14.64% | 18.72%-4.1pp | 17.84%-3.2pp | 148.84%-134.2pp |
| Employer contribution / active EE | $5,505 | $4,489+22.6% | $3,764+46.3% | $4,248+29.6% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,336 | $16,005-85.4% | $13,095-82.2% | $14,480-83.9% |