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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 | $175,179 | $172,111+1.8% | $150,298+16.6% | $137,256+27.6% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 16.79% | 69.37%-52.6pp | 62.79%-46.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $3,841 | $4,636-17.2% | $4,154-7.5% | $4,156-7.6% |
| Participant deferral / active EE | $8,272 | $6,166+34.2% | $5,453+51.7% | $6,407+29.1% |
| Admin fee / account holder | $9,954 | $16,471-39.6% | $14,116-29.5% | $12,270-18.9% |