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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 | $183,747 | $185,312-0.8% | $161,489+13.8% | $154,746+18.7% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 14.38% | 103.84%-89.5pp | 89.72%-75.3pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,103 | $4,769-76.9% | $4,268-74.2% | $4,379-74.8% |
| Participant deferral / active EE | $3,097 | $6,350-51.2% | $5,630-45.0% | $6,730-54.0% |
| Admin fee / account holder | $14,996 | $18,654-19.6% | $16,006-6.3% | $14,365+4.4% |