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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 | $146,654 | $154,228-4.9% | $145,433+0.8% | $137,256+6.8% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 15.80% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $5,299 | $4,804+10.3% | $4,554+16.4% | $4,156+27.5% |
| Participant deferral / active EE | $11,283 | $8,216+37.3% | $7,897+42.9% | $6,407+76.1% |
| Admin fee / account holder | $2,871 | $14,344-80.0% | $13,129-78.1% | $12,270-76.6% |