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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 | $174,277 | $178,174-2.2% | $156,181+11.6% | $137,256+27.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 16.48% | 84.19%-67.7pp | 64.87%-48.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,775 | $4,972-44.2% | $4,294-35.4% | $4,156-33.2% |
| Participant deferral / active EE | $6,633 | $6,888-3.7% | $6,132+8.2% | $6,407+3.5% |
| Admin fee / account holder | $879 | $17,404-95.0% | $14,586-94.0% | $12,270-92.8% |