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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 | $140,537 | $172,111-18.3% | $150,298-6.5% | $137,256+2.4% |
| Participation rate | 95.7% | 81.7%+13.9pp | 77.8%+17.9pp | 80.0%+15.7pp |
| Annual return | 12.64% | 69.37%-56.7pp | 62.79%-50.1pp | 220.34%-207.7pp |
| Employer contribution / active EE | $5,129 | $4,636+10.6% | $4,154+23.5% | $4,156+23.4% |
| Participant deferral / active EE | $6,764 | $6,166+9.7% | $5,453+24.0% | $6,407+5.6% |
| Admin fee / account holder | $14,717 | $16,471-10.6% | $14,116+4.3% | $12,270+19.9% |