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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 | $168,133 | $185,312-9.3% | $161,489+4.1% | $154,746+8.7% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 11.44% | 103.84%-92.4pp | 89.72%-78.3pp | 172.34%-160.9pp |
| Employer contribution / active EE | $2,453 | $4,769-48.6% | $4,268-42.5% | $4,379-44.0% |
| Participant deferral / active EE | $13,370 | $6,350+110.6% | $5,630+137.5% | $6,730+98.6% |
| Admin fee / account holder | $3,117 | $18,654-83.3% | $16,006-80.5% | $14,365-78.3% |