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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 | $174,485 | $162,136+7.6% | $152,301+14.6% | $154,746+12.8% |
| Participation rate | 72.7% | 84.1%-11.4pp | 82.4%-9.7pp | 80.7%-8.0pp |
| Annual return | 13.83% | 91.02%-77.2pp | 80.50%-66.7pp | 172.34%-158.5pp |
| Employer contribution / active EE | $3,107 | $4,890-36.5% | $4,624-32.8% | $4,379-29.0% |
| Participant deferral / active EE | $4,321 | $8,341-48.2% | $8,004-46.0% | $6,730-35.8% |
| Admin fee / account holder | $1,506 | $15,759-90.4% | $14,398-89.5% | $14,365-89.5% |