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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 | $153,397 | $165,381-7.2% | $149,730+2.4% | $158,966-3.5% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 14.09% | 348.29%-334.2pp | 276.70%-262.6pp | 302.95%-288.9pp |
| Employer contribution / active EE | $3,032 | $5,104-40.6% | $4,645-34.7% | $4,762-36.3% |
| Participant deferral / active EE | $6,788 | $7,182-5.5% | $6,843-0.8% | $5,983+13.4% |
| Admin fee / account holder | $829 | $10,809-92.3% | $9,310-91.1% | $11,250-92.6% |