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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 | $161,604 | $156,398+3.3% | $147,318+9.7% | $138,895+16.3% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 79.9%-1.3pp |
| Annual return | 16.38% | 78.75%-62.4pp | 70.43%-54.1pp | 145.39%-129.0pp |
| Employer contribution / active EE | $1,778 | $4,853-63.4% | $4,593-61.3% | $4,194-57.6% |
| Participant deferral / active EE | $4,540 | $8,237-44.9% | $7,906-42.6% | $6,396-29.0% |
| Admin fee / account holder | $2,461 | $14,976-83.6% | $13,708-82.0% | $12,562-80.4% |