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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 | $163,921 | $185,312-11.5% | $161,489+1.5% | $154,746+5.9% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 17.61% | 103.84%-86.2pp | 89.72%-72.1pp | 172.34%-154.7pp |
| Employer contribution / active EE | $10,675 | $4,769+123.8% | $4,268+150.1% | $4,379+143.8% |
| Participant deferral / active EE | $6,885 | $6,350+8.4% | $5,630+22.3% | $6,730+2.3% |
| Admin fee / account holder | $1,303 | $18,654-93.0% | $16,006-91.9% | $14,365-90.9% |