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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 | $149,346 | $156,398-4.5% | $147,318+1.4% | $138,895+7.5% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 14.78% | 78.75%-64.0pp | 70.43%-55.7pp | 145.39%-130.6pp |
| Employer contribution / active EE | $5,491 | $4,853+13.1% | $4,593+19.6% | $4,194+30.9% |
| Participant deferral / active EE | $24,940 | $8,237+202.8% | $7,906+215.4% | $6,396+289.9% |
| Admin fee / account holder | $112,762 | $14,976+653.0% | $13,708+722.6% | $12,562+797.6% |