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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 | $173,530 | $178,174-2.6% | $156,181+11.1% | $137,256+26.4% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 12.78% | 84.19%-71.4pp | 64.87%-52.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $4,207 | $4,972-15.4% | $4,294-2.0% | $4,156+1.2% |
| Participant deferral / active EE | $4,469 | $6,888-35.1% | $6,132-27.1% | $6,407-30.2% |
| Admin fee / account holder | $1,095 | $17,404-93.7% | $14,586-92.5% | $12,270-91.1% |