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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 | $138,202 | $156,398-11.6% | $147,318-6.2% | $138,895-0.5% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 19.09% | 78.75%-59.7pp | 70.43%-51.3pp | 145.39%-126.3pp |
| Employer contribution / active EE | $4,895 | $4,853+0.9% | $4,593+6.6% | $4,194+16.7% |
| Participant deferral / active EE | $12,901 | $8,237+56.6% | $7,906+63.2% | $6,396+101.7% |
| Admin fee / account holder | $1,035 | $14,976-93.1% | $13,708-92.4% | $12,562-91.8% |