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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 | $173,676 | $172,111+0.9% | $150,298+15.6% | $137,256+26.5% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 16.51% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,528 | $4,636-67.0% | $4,154-63.2% | $4,156-63.2% |
| Participant deferral / active EE | $3,531 | $6,166-42.7% | $5,453-35.2% | $6,407-44.9% |
| Admin fee / account holder | $894 | $16,471-94.6% | $14,116-93.7% | $12,270-92.7% |