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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 | $179,481 | $162,136+10.7% | $152,301+17.8% | $154,746+16.0% |
| Participation rate | 70.6% | 84.1%-13.5pp | 82.4%-11.9pp | 80.7%-10.1pp |
| Annual return | 14.99% | 91.02%-76.0pp | 80.50%-65.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $2,564 | $4,890-47.6% | $4,624-44.6% | $4,379-41.5% |
| Participant deferral / active EE | $3,617 | $8,341-56.6% | $8,004-54.8% | $6,730-46.3% |
| Admin fee / account holder | $973 | $15,759-93.8% | $14,398-93.2% | $14,365-93.2% |