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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 | $149,086 | $172,111-13.4% | $150,298-0.8% | $137,256+8.6% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 14.52% | 69.37%-54.9pp | 62.79%-48.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $4,538 | $4,636-2.1% | $4,154+9.2% | $4,156+9.2% |
| Participant deferral / active EE | $10,416 | $6,166+68.9% | $5,453+91.0% | $6,407+62.6% |
| Admin fee / account holder | $38,927 | $16,471+136.3% | $14,116+175.8% | $12,270+217.3% |