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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 | $150,236 | $154,228-2.6% | $145,433+3.3% | $137,256+9.5% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 15.13% | 74.59%-59.5pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,601 | $4,804-66.7% | $4,554-64.8% | $4,156-61.5% |
| Participant deferral / active EE | $5,673 | $8,216-31.0% | $7,897-28.2% | $6,407-11.5% |
| Admin fee / account holder | $965 | $14,344-93.3% | $13,129-92.7% | $12,270-92.1% |