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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 | $137,614 | $178,174-22.8% | $156,181-11.9% | $137,256+0.3% |
| Participation rate | 76.5% | 82.0%-5.6pp | 78.8%-2.4pp | 80.0%-3.5pp |
| Annual return | 17.82% | 84.19%-66.4pp | 64.87%-47.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,761 | $4,972-24.3% | $4,294-12.4% | $4,156-9.5% |
| Participant deferral / active EE | $10,754 | $6,888+56.1% | $6,132+75.4% | $6,407+67.9% |
| Admin fee / account holder | $355 | $17,404-98.0% | $14,586-97.6% | $12,270-97.1% |