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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 | $160,740 | $156,398+2.8% | $147,318+9.1% | $138,895+15.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 12.35% | 78.75%-66.4pp | 70.43%-58.1pp | 145.39%-133.0pp |
| Employer contribution / active EE | $2,800 | $4,853-42.3% | $4,593-39.0% | $4,194-33.2% |
| Participant deferral / active EE | $10,168 | $8,237+23.4% | $7,906+28.6% | $6,396+59.0% |
| Admin fee / account holder | $39,608 | $14,976+164.5% | $13,708+188.9% | $12,562+215.3% |