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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 | $156,624 | $156,398+0.1% | $147,318+6.3% | $138,895+12.8% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 15.71% | 78.75%-63.0pp | 70.43%-54.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $2,338 | $4,853-51.8% | $4,593-49.1% | $4,194-44.2% |
| Participant deferral / active EE | $7,582 | $8,237-8.0% | $7,906-4.1% | $6,396+18.5% |
| Admin fee / account holder | $4,302 | $14,976-71.3% | $13,708-68.6% | $12,562-65.8% |