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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 | $150,470 | $174,379-13.7% | $152,093-1.1% | $138,895+8.3% |
| Participation rate | 93.3% | 81.6%+11.7pp | 77.8%+15.6pp | 79.9%+13.4pp |
| Annual return | 18.82% | 74.86%-56.0pp | 66.36%-47.5pp | 145.39%-126.6pp |
| Employer contribution / active EE | $10,539 | $4,652+126.5% | $4,175+152.4% | $4,194+151.3% |
| Participant deferral / active EE | $5,940 | $6,159-3.6% | $5,451+9.0% | $6,396-7.1% |
| Admin fee / account holder | $3,153 | $16,880-81.3% | $14,497-78.2% | $12,562-74.9% |