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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 | $144,787 | $154,228-6.1% | $145,433-0.4% | $137,256+5.5% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 16.87% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $6,657 | $4,804+38.6% | $4,554+46.2% | $4,156+60.2% |
| Participant deferral / active EE | $9,478 | $8,216+15.3% | $7,897+20.0% | $6,407+47.9% |
| Admin fee / account holder | $692 | $14,344-95.2% | $13,129-94.7% | $12,270-94.4% |