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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 | $148,753 | $174,379-14.7% | $152,093-2.2% | $138,895+7.1% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 12.84% | 74.86%-62.0pp | 66.36%-53.5pp | 145.39%-132.6pp |
| Employer contribution / active EE | $1,915 | $4,652-58.8% | $4,175-54.1% | $4,194-54.4% |
| Participant deferral / active EE | $5,213 | $6,159-15.4% | $5,451-4.4% | $6,396-18.5% |
| Admin fee / account holder | $6,956 | $16,880-58.8% | $14,497-52.0% | $12,562-44.6% |