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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 | $162,471 | $155,555+4.4% | $146,866+10.6% | $155,188+4.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 21.37% | 115.41%-94.0pp | 102.85%-81.5pp | 148.84%-127.5pp |
| Employer contribution / active EE | $4,455 | $4,647-4.1% | $4,425+0.7% | $4,248+4.9% |
| Participant deferral / active EE | $13,120 | $8,044+63.1% | $7,759+69.1% | $6,531+100.9% |
| Admin fee / account holder | $753 | $14,755-94.9% | $13,620-94.5% | $14,480-94.8% |