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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 | $185,312-9.8% | $161,489+3.5% | $154,746+8.0% |
| Participation rate | 94.4% | 82.5%+12.0pp | 78.7%+15.7pp | 80.7%+13.7pp |
| Annual return | 11.53% | 103.84%-92.3pp | 89.72%-78.2pp | 172.34%-160.8pp |
| Employer contribution / active EE | $4,842 | $4,769+1.5% | $4,268+13.4% | $4,379+10.6% |
| Participant deferral / active EE | $6,545 | $6,350+3.1% | $5,630+16.3% | $6,730-2.8% |
| Admin fee / account holder | $694 | $18,654-96.3% | $16,006-95.7% | $14,365-95.2% |