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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 | $137,991 | $154,228-10.5% | $145,433-5.1% | $137,256+0.5% |
| Participation rate | 76.5% | 83.8%-7.3pp | 82.1%-5.6pp | 80.0%-3.5pp |
| Annual return | 21.02% | 74.59%-53.6pp | 66.58%-45.6pp | 220.34%-199.3pp |
| Employer contribution / active EE | $3,622 | $4,804-24.6% | $4,554-20.5% | $4,156-12.9% |
| Participant deferral / active EE | $10,632 | $8,216+29.4% | $7,897+34.6% | $6,407+65.9% |
| Admin fee / account holder | $569 | $14,344-96.0% | $13,129-95.7% | $12,270-95.4% |