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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 | $150,405 | $156,398-3.8% | $147,318+2.1% | $138,895+8.3% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.1pp | 79.9%-1.0pp |
| Annual return | 17.47% | 78.75%-61.3pp | 70.43%-53.0pp | 145.39%-127.9pp |
| Employer contribution / active EE | $4,632 | $4,853-4.6% | $4,593+0.8% | $4,194+10.4% |
| Participant deferral / active EE | $10,614 | $8,237+28.9% | $7,906+34.3% | $6,396+65.9% |
| Admin fee / account holder | $1,245 | $14,976-91.7% | $13,708-90.9% | $12,562-90.1% |