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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 | $142,410 | $156,398-8.9% | $147,318-3.3% | $138,895+2.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 15.09% | 78.75%-63.7pp | 70.43%-55.3pp | 145.39%-130.3pp |
| Employer contribution / active EE | $5,139 | $4,853+5.9% | $4,593+11.9% | $4,194+22.5% |
| Participant deferral / active EE | $11,956 | $8,237+45.1% | $7,906+51.2% | $6,396+86.9% |
| Admin fee / account holder | $2,906 | $14,976-80.6% | $13,708-78.8% | $12,562-76.9% |