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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 | $180,992 | $185,312-2.3% | $161,489+12.1% | $154,746+17.0% |
| Participation rate | 89.5% | 82.5%+7.0pp | 78.7%+10.8pp | 80.7%+8.8pp |
| Annual return | 10.73% | 103.84%-93.1pp | 89.72%-79.0pp | 172.34%-161.6pp |
| Employer contribution / active EE | $2,146 | $4,769-55.0% | $4,268-49.7% | $4,379-51.0% |
| Participant deferral / active EE | $5,482 | $6,350-13.7% | $5,630-2.6% | $6,730-18.6% |
| Admin fee / account holder | $3,155 | $18,654-83.1% | $16,006-80.3% | $14,365-78.0% |