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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 | $154,666 | $154,228+0.3% | $145,433+6.3% | $137,256+12.7% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 13.53% | 74.59%-61.1pp | 66.58%-53.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,748 | $4,804-63.6% | $4,554-61.6% | $4,156-57.9% |
| Participant deferral / active EE | $5,173 | $8,216-37.0% | $7,897-34.5% | $6,407-19.3% |
| Admin fee / account holder | $9,560 | $14,344-33.4% | $13,129-27.2% | $12,270-22.1% |