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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 | $155,555-6.9% | $146,866-1.4% | $155,188-6.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 16.87% | 115.41%-98.5pp | 102.85%-86.0pp | 148.84%-132.0pp |
| Employer contribution / active EE | $6,657 | $4,647+43.3% | $4,425+50.5% | $4,248+56.7% |
| Participant deferral / active EE | $9,478 | $8,044+17.8% | $7,759+22.1% | $6,531+45.1% |
| Admin fee / account holder | $692 | $14,755-95.3% | $13,620-94.9% | $14,480-95.2% |