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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 | $162,136-4.4% | $152,301+1.8% | $154,746+0.2% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 14.92% | 91.02%-76.1pp | 80.50%-65.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $2,917 | $4,890-40.4% | $4,624-36.9% | $4,379-33.4% |
| Participant deferral / active EE | $4,265 | $8,341-48.9% | $8,004-46.7% | $6,730-36.6% |
| Admin fee / account holder | $7,349 | $15,759-53.4% | $14,398-49.0% | $14,365-48.8% |