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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 | $155,982 | $174,379-10.6% | $152,093+2.6% | $138,895+12.3% |
| Participation rate | 93.8% | 81.6%+12.1pp | 77.8%+16.0pp | 79.9%+13.8pp |
| Annual return | 16.91% | 74.86%-58.0pp | 66.36%-49.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $4,412 | $4,652-5.2% | $4,175+5.7% | $4,194+5.2% |
| Participant deferral / active EE | $2,730 | $6,159-55.7% | $5,451-49.9% | $6,396-57.3% |
| Admin fee / account holder | $10,398 | $16,880-38.4% | $14,497-28.3% | $12,562-17.2% |