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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 | $141,091 | $154,228-8.5% | $145,433-3.0% | $137,256+2.8% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 14.52% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $4,153 | $4,804-13.5% | $4,554-8.8% | $4,156-0.1% |
| Participant deferral / active EE | $11,305 | $8,216+37.6% | $7,897+43.1% | $6,407+76.4% |
| Admin fee / account holder | $1,460 | $14,344-89.8% | $13,129-88.9% | $12,270-88.1% |