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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 | $181,062+1.5% | $158,223+16.1% | $155,188+18.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 14.38% | 57.39%-43.0pp | 52.09%-37.7pp | 148.84%-134.5pp |
| Employer contribution / active EE | $1,103 | $4,565-75.8% | $4,109-73.2% | $4,248-74.0% |
| Participant deferral / active EE | $3,097 | $6,134-49.5% | $5,467-43.4% | $6,531-52.6% |
| Admin fee / account holder | $14,996 | $18,825-20.3% | $16,047-6.5% | $14,480+3.6% |