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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 | $186,028 | $185,312+0.4% | $161,489+15.2% | $154,746+20.2% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 18.46% | 103.84%-85.4pp | 89.72%-71.3pp | 172.34%-153.9pp |
| Employer contribution / active EE | $3,924 | $4,769-17.7% | $4,268-8.1% | $4,379-10.4% |
| Participant deferral / active EE | $3,702 | $6,350-41.7% | $5,630-34.2% | $6,730-45.0% |
| Admin fee / account holder | $795 | $18,654-95.7% | $16,006-95.0% | $14,365-94.5% |