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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 | $163,192 | $165,381-1.3% | $149,730+9.0% | $158,966+2.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 17.15% | 348.29%-331.1pp | 276.70%-259.6pp | 302.95%-285.8pp |
| Employer contribution / active EE | $2,456 | $5,104-51.9% | $4,645-47.1% | $4,762-48.4% |
| Participant deferral / active EE | $7,900 | $7,182+10.0% | $6,843+15.5% | $5,983+32.0% |
| Admin fee / account holder | $1,592 | $10,809-85.3% | $9,310-82.9% | $11,250-85.8% |