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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 | $138,208 | $154,228-10.4% | $145,433-5.0% | $137,256+0.7% |
| Participation rate | 95.8% | 83.8%+12.0pp | 82.1%+13.7pp | 80.0%+15.9pp |
| Annual return | 19.18% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $5,693 | $4,804+18.5% | $4,554+25.0% | $4,156+37.0% |
| Participant deferral / active EE | $14,221 | $8,216+73.1% | $7,897+80.1% | $6,407+122.0% |
| Admin fee / account holder | $5,628 | $14,344-60.8% | $13,129-57.1% | $12,270-54.1% |