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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 | $148,859 | $154,228-3.5% | $145,433+2.4% | $137,256+8.5% |
| Participation rate | 76.2% | 83.8%-7.6pp | 82.1%-5.9pp | 80.0%-3.8pp |
| Annual return | 14.69% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $3,474 | $4,804-27.7% | $4,554-23.7% | $4,156-16.4% |
| Participant deferral / active EE | $7,698 | $8,216-6.3% | $7,897-2.5% | $6,407+20.2% |
| Admin fee / account holder | $119,693 | $14,344+734.5% | $13,129+811.7% | $12,270+875.5% |