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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 | $156,398-14.2% | $147,318-8.9% | $138,895-3.4% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 31.91% | 78.75%-46.8pp | 70.43%-38.5pp | 145.39%-113.5pp |
| Employer contribution / active EE | $4,948 | $4,853+2.0% | $4,593+7.7% | $4,194+18.0% |
| Participant deferral / active EE | $12,293 | $8,237+49.2% | $7,906+55.5% | $6,396+92.2% |
| Admin fee / account holder | $741 | $14,976-95.0% | $13,708-94.6% | $12,562-94.1% |