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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 | $145,983 | $181,062-19.4% | $158,223-7.7% | $155,188-5.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 18.39% | 57.39%-39.0pp | 52.09%-33.7pp | 148.84%-130.5pp |
| Employer contribution / active EE | $2,500 | $4,565-45.2% | $4,109-39.2% | $4,248-41.1% |
| Participant deferral / active EE | $6,163 | $6,134+0.5% | $5,467+12.7% | $6,531-5.6% |
| Admin fee / account holder | $4,246 | $18,825-77.4% | $16,047-73.5% | $14,480-70.7% |