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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 | $151,556 | $165,361-8.3% | $149,715+1.2% | $158,950-4.7% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 10.20% | 348.24%-338.0pp | 276.66%-266.5pp | 302.91%-292.7pp |
| Employer contribution / active EE | $2,938 | $5,103-42.4% | $4,645-36.7% | $4,762-38.3% |
| Participant deferral / active EE | $10,148 | $7,182+41.3% | $6,842+48.3% | $5,983+69.6% |
| Admin fee / account holder | $17,210 | $10,808+59.2% | $9,310+84.9% | $11,248+53.0% |