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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 | $147,876 | $156,398-5.4% | $147,318+0.4% | $138,895+6.5% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 12.93% | 78.75%-65.8pp | 70.43%-57.5pp | 145.39%-132.5pp |
| Employer contribution / active EE | $10,100 | $4,853+108.1% | $4,593+119.9% | $4,194+140.8% |
| Participant deferral / active EE | $8,189 | $8,237-0.6% | $7,906+3.6% | $6,396+28.0% |
| Admin fee / account holder | $4,953 | $14,976-66.9% | $13,708-63.9% | $12,562-60.6% |