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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 | $146,225 | $162,136-9.8% | $152,301-4.0% | $154,746-5.5% |
| Participation rate | 84.6% | 84.1%+0.5pp | 82.4%+2.2pp | 80.7%+3.9pp |
| Annual return | 14.78% | 91.02%-76.2pp | 80.50%-65.7pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,281 | $4,890-73.8% | $4,624-72.3% | $4,379-70.8% |
| Participant deferral / active EE | $5,504 | $8,341-34.0% | $8,004-31.2% | $6,730-18.2% |
| Admin fee / account holder | $1,582 | $15,759-90.0% | $14,398-89.0% | $14,365-89.0% |