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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 | $136,053 | $154,228-11.8% | $145,433-6.4% | $137,256-0.9% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 15.44% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $9,185 | $4,804+91.2% | $4,554+101.7% | $4,156+121.0% |
| Participant deferral / active EE | $6,390 | $8,216-22.2% | $7,897-19.1% | $6,407-0.3% |
| Admin fee / account holder | $2,246 | $14,344-84.3% | $13,129-82.9% | $12,270-81.7% |