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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 | $152,806 | $165,399-7.6% | $149,745+2.0% | $158,982-3.9% |
| Participation rate | 86.4% | 84.6%+1.8pp | 82.5%+3.9pp | 82.0%+4.4pp |
| Annual return | 19.22% | 348.34%-329.1pp | 276.72%-257.5pp | 302.99%-283.8pp |
| Employer contribution / active EE | $2,686 | $5,105-47.4% | $4,646-42.2% | $4,763-43.6% |
| Participant deferral / active EE | $7,509 | $7,183+4.5% | $6,843+9.7% | $5,983+25.5% |
| Admin fee / account holder | $1,399 | $10,811-87.1% | $9,312-85.0% | $11,252-87.6% |