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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 | $147,298 | $183,627-19.8% | $155,602-5.3% | $145,978+0.9% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 13.84% | 61.32%-47.5pp | 64.81%-51.0pp | 550.52%-536.7pp |
| Employer contribution / active EE | $5,655 | $5,316+6.4% | $4,675+21.0% | $4,662+21.3% |
| Participant deferral / active EE | $4,844 | $6,466-25.1% | $5,629-13.9% | $6,690-27.6% |
| Admin fee / account holder | $1,252 | $19,327-93.5% | $15,923-92.1% | $13,400-90.7% |