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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 | $154,991 | $156,398-0.9% | $147,318+5.2% | $138,895+11.6% |
| Participation rate | 93.3% | 83.8%+9.6pp | 82.1%+11.3pp | 79.9%+13.4pp |
| Annual return | 17.57% | 78.75%-61.2pp | 70.43%-52.9pp | 145.39%-127.8pp |
| Employer contribution / active EE | $4,350 | $4,853-10.4% | $4,593-5.3% | $4,194+3.7% |
| Participant deferral / active EE | $12,641 | $8,237+53.5% | $7,906+59.9% | $6,396+97.6% |
| Admin fee / account holder | $4,776 | $14,976-68.1% | $13,708-65.2% | $12,562-62.0% |