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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 | $181,062-18.6% | $158,223-6.9% | $155,188-5.1% |
| Participation rate | 92.3% | 82.7%+9.7pp | 79.2%+13.1pp | 80.8%+11.5pp |
| Annual return | 13.03% | 57.39%-44.4pp | 52.09%-39.1pp | 148.84%-135.8pp |
| Employer contribution / active EE | $8,544 | $4,565+87.2% | $4,109+107.9% | $4,248+101.1% |
| Participant deferral / active EE | $7,714 | $6,134+25.7% | $5,467+41.1% | $6,531+18.1% |
| Admin fee / account holder | $1,063 | $18,825-94.4% | $16,047-93.4% | $14,480-92.7% |