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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 | $167,186 | $181,062-7.7% | $158,223+5.7% | $155,188+7.7% |
| Participation rate | 94.4% | 82.7%+11.8pp | 79.2%+15.2pp | 80.8%+13.6pp |
| Annual return | 11.53% | 57.39%-45.9pp | 52.09%-40.6pp | 148.84%-137.3pp |
| Employer contribution / active EE | $4,842 | $4,565+6.1% | $4,109+17.8% | $4,248+14.0% |
| Participant deferral / active EE | $6,545 | $6,134+6.7% | $5,467+19.7% | $6,531+0.2% |
| Admin fee / account holder | $694 | $18,825-96.3% | $16,047-95.7% | $14,480-95.2% |