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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 | $167,543 | $165,381+1.3% | $149,730+11.9% | $158,966+5.4% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 17.34% | 348.29%-331.0pp | 276.70%-259.4pp | 302.95%-285.6pp |
| Employer contribution / active EE | $1,959 | $5,104-61.6% | $4,645-57.8% | $4,762-58.9% |
| Participant deferral / active EE | $5,519 | $7,182-23.2% | $6,843-19.3% | $5,983-7.8% |
| Admin fee / account holder | $2,333 | $10,809-78.4% | $9,310-74.9% | $11,250-79.3% |