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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 | $134,184 | $154,228-13.0% | $145,433-7.7% | $137,256-2.2% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 31.91% | 74.59%-42.7pp | 66.58%-34.7pp | 220.34%-188.4pp |
| Employer contribution / active EE | $4,948 | $4,804+3.0% | $4,554+8.6% | $4,156+19.1% |
| Participant deferral / active EE | $12,293 | $8,216+49.6% | $7,897+55.7% | $6,407+91.9% |
| Admin fee / account holder | $741 | $14,344-94.8% | $13,129-94.4% | $12,270-94.0% |