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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 | $155,082 | $154,228+0.6% | $145,433+6.6% | $137,256+13.0% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 14.92% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,917 | $4,804-39.3% | $4,554-36.0% | $4,156-29.8% |
| Participant deferral / active EE | $4,265 | $8,216-48.1% | $7,897-46.0% | $6,407-33.4% |
| Admin fee / account holder | $7,349 | $14,344-48.8% | $13,129-44.0% | $12,270-40.1% |