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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 | $162,136-7.6% | $152,301-1.7% | $154,746-3.2% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 17.44% | 91.02%-73.6pp | 80.50%-63.1pp | 172.34%-154.9pp |
| Employer contribution / active EE | $2,617 | $4,890-46.5% | $4,624-43.4% | $4,379-40.2% |
| Participant deferral / active EE | $10,646 | $8,341+27.6% | $8,004+33.0% | $6,730+58.2% |
| Admin fee / account holder | $4,678 | $15,759-70.3% | $14,398-67.5% | $14,365-67.4% |