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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 | $172,111+6.8% | $150,298+22.3% | $137,256+33.9% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 14.38% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,103 | $4,636-76.2% | $4,154-73.4% | $4,156-73.5% |
| Participant deferral / active EE | $3,097 | $6,166-49.8% | $5,453-43.2% | $6,407-51.7% |
| Admin fee / account holder | $14,996 | $16,471-9.0% | $14,116+6.2% | $12,270+22.2% |