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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 | $149,765 | $155,555-3.7% | $146,866+2.0% | $155,188-3.5% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.5%+7.5pp | 80.8%+9.2pp |
| Annual return | 17.44% | 115.41%-98.0pp | 102.85%-85.4pp | 148.84%-131.4pp |
| Employer contribution / active EE | $2,617 | $4,647-43.7% | $4,425-40.8% | $4,248-38.4% |
| Participant deferral / active EE | $10,646 | $8,044+32.3% | $7,759+37.2% | $6,531+63.0% |
| Admin fee / account holder | $4,678 | $14,755-68.3% | $13,620-65.7% | $14,480-67.7% |