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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 | $145,226 | $157,304-7.7% | $141,197+2.9% | $152,909-5.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 24.32% | 64.34%-40.0pp | 71.41%-47.1pp | 345.46%-321.1pp |
| Employer contribution / active EE | $3,124 | $5,263-40.6% | $4,736-34.0% | $4,764-34.4% |
| Participant deferral / active EE | $15,402 | $7,111+116.6% | $6,710+129.5% | $5,851+163.2% |
| Admin fee / account holder | $12,561 | $12,126+3.6% | $10,265+22.4% | $11,601+8.3% |