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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 | $156,592 | $174,379-10.2% | $152,093+3.0% | $138,895+12.7% |
| Participation rate | 93.3% | 81.6%+11.7pp | 77.8%+15.6pp | 79.9%+13.4pp |
| Annual return | 15.71% | 74.86%-59.1pp | 66.36%-50.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $5,532 | $4,652+18.9% | $4,175+32.5% | $4,194+31.9% |
| Participant deferral / active EE | $6,090 | $6,159-1.1% | $5,451+11.7% | $6,396-4.8% |
| Admin fee / account holder | $812 | $16,880-95.2% | $14,497-94.4% | $12,562-93.5% |