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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 | $132,495 | $162,136-18.3% | $152,301-13.0% | $154,746-14.4% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 14.09% | 91.02%-76.9pp | 80.50%-66.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $2,614 | $4,890-46.6% | $4,624-43.5% | $4,379-40.3% |
| Participant deferral / active EE | $9,891 | $8,341+18.6% | $8,004+23.6% | $6,730+47.0% |
| Admin fee / account holder | $4,025 | $15,759-74.5% | $14,398-72.0% | $14,365-72.0% |