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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 | $142,590 | $172,111-17.2% | $150,298-5.1% | $137,256+3.9% |
| Participation rate | 73.9% | 81.7%-7.8pp | 77.8%-3.8pp | 80.0%-6.0pp |
| Annual return | 19.88% | 69.37%-49.5pp | 62.79%-42.9pp | 220.34%-200.5pp |
| Employer contribution / active EE | $4,845 | $4,636+4.5% | $4,154+16.6% | $4,156+16.6% |
| Participant deferral / active EE | $12,154 | $6,166+97.1% | $5,453+122.9% | $6,407+89.7% |
| Admin fee / account holder | $742 | $16,471-95.5% | $14,116-94.7% | $12,270-94.0% |