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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 | $148,075 | $154,228-4.0% | $145,433+1.8% | $137,256+7.9% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 17.28% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,878 | $4,804-60.9% | $4,554-58.8% | $4,156-54.8% |
| Participant deferral / active EE | $7,622 | $8,216-7.2% | $7,897-3.5% | $6,407+19.0% |
| Admin fee / account holder | $2,667 | $14,344-81.4% | $13,129-79.7% | $12,270-78.3% |