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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 | $154,228-14.1% | $145,433-8.9% | $137,256-3.5% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 14.09% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,614 | $4,804-45.6% | $4,554-42.6% | $4,156-37.1% |
| Participant deferral / active EE | $9,891 | $8,216+20.4% | $7,897+25.2% | $6,407+54.4% |
| Admin fee / account holder | $4,025 | $14,344-71.9% | $13,129-69.3% | $12,270-67.2% |