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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 | $145,723 | $174,379-16.4% | $152,093-4.2% | $138,895+4.9% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 14.90% | 74.86%-60.0pp | 66.36%-51.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $3,552 | $4,652-23.6% | $4,175-14.9% | $4,194-15.3% |
| Participant deferral / active EE | $6,503 | $6,159+5.6% | $5,451+19.3% | $6,396+1.7% |
| Admin fee / account holder | $11,305 | $16,880-33.0% | $14,497-22.0% | $12,562-10.0% |