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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 | $150,960 | $156,398-3.5% | $147,318+2.5% | $138,895+8.7% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 20.21% | 78.75%-58.5pp | 70.43%-50.2pp | 145.39%-125.2pp |
| Employer contribution / active EE | $2,668 | $4,853-45.0% | $4,593-41.9% | $4,194-36.4% |
| Participant deferral / active EE | $9,026 | $8,237+9.6% | $7,906+14.2% | $6,396+41.1% |
| Admin fee / account holder | $1,782 | $14,976-88.1% | $13,708-87.0% | $12,562-85.8% |