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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 | $156,729 | $148,623+5.5% | $135,974+15.3% | $139,466+12.4% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 18.34% | 79.30%-61.0pp | 68.30%-50.0pp | 373.66%-355.3pp |
| Employer contribution / active EE | $2,170 | $5,246-58.6% | $4,859-55.3% | $4,754-54.4% |
| Participant deferral / active EE | $14,884 | $8,103+83.7% | $7,760+91.8% | $6,712+121.8% |
| Admin fee / account holder | $7,913 | $12,406-36.2% | $10,767-26.5% | $11,409-30.6% |