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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 | $184,014-4.5% | $161,149+9.1% | $138,895+26.5% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.8%+4.5pp | 79.9%+3.4pp |
| Annual return | 17.10% | 21.52%-4.4pp | 21.16%-4.1pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,447 | $5,055-71.4% | $4,360-66.8% | $4,194-65.5% |
| Participant deferral / active EE | $12,868 | $6,909+86.2% | $6,153+109.1% | $6,396+101.2% |
| Admin fee / account holder | $1,557 | $18,027-91.4% | $15,194-89.8% | $12,562-87.6% |