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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 | $147,342 | $174,379-15.5% | $152,093-3.1% | $138,895+6.1% |
| Participation rate | 92.3% | 81.6%+10.7pp | 77.8%+14.5pp | 79.9%+12.4pp |
| Annual return | 13.03% | 74.86%-61.8pp | 66.36%-53.3pp | 145.39%-132.4pp |
| Employer contribution / active EE | $8,544 | $4,652+83.7% | $4,175+104.7% | $4,194+103.7% |
| Participant deferral / active EE | $7,714 | $6,159+25.2% | $5,451+41.5% | $6,396+20.6% |
| Admin fee / account holder | $1,063 | $16,880-93.7% | $14,497-92.7% | $12,562-91.5% |