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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 | $142,424 | $156,398-8.9% | $147,318-3.3% | $138,895+2.5% |
| Participation rate | 93.3% | 83.8%+9.6pp | 82.1%+11.3pp | 79.9%+13.4pp |
| Annual return | 14.79% | 78.75%-64.0pp | 70.43%-55.6pp | 145.39%-130.6pp |
| Employer contribution / active EE | $3,476 | $4,853-28.4% | $4,593-24.3% | $4,194-17.1% |
| Participant deferral / active EE | $6,641 | $8,237-19.4% | $7,906-16.0% | $6,396+3.8% |
| Admin fee / account holder | $1,616 | $14,976-89.2% | $13,708-88.2% | $12,562-87.1% |