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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 | $172,676 | $183,516-5.9% | $155,534+11.0% | $145,884+18.4% |
| Participation rate | 77.3% | 82.7%-5.4pp | 78.2%-0.9pp | 80.3%-3.0pp |
| Annual return | 9.31% | 61.43%-52.1pp | 64.92%-55.6pp | 551.85%-542.5pp |
| Employer contribution / active EE | $3,806 | $5,315-28.4% | $4,675-18.6% | $4,662-18.4% |
| Participant deferral / active EE | $6,034 | $6,467-6.7% | $5,630+7.2% | $6,690-9.8% |
| Admin fee / account holder | $998 | $19,293-94.8% | $15,900-93.7% | $13,392-92.5% |