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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 | $175,755 | $213,785-17.8% | $185,441-5.2% | $155,188+13.3% |
| Participation rate | 83.3% | 83.2%+0.1pp | 80.3%+3.1pp | 80.8%+2.5pp |
| Annual return | 17.10% | 19.97%-2.9pp | 20.16%-3.1pp | 148.84%-131.7pp |
| Employer contribution / active EE | $1,447 | $5,393-73.2% | $4,672-69.0% | $4,248-65.9% |
| Participant deferral / active EE | $12,868 | $6,864+87.5% | $6,152+109.2% | $6,531+97.0% |
| Admin fee / account holder | $1,557 | $21,134-92.6% | $17,890-91.3% | $14,480-89.2% |