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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 | $154,453 | $165,381-6.6% | $149,730+3.2% | $158,966-2.8% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 28.20% | 348.29%-320.1pp | 276.70%-248.5pp | 302.95%-274.8pp |
| Employer contribution / active EE | $3,437 | $5,104-32.7% | $4,645-26.0% | $4,762-27.8% |
| Participant deferral / active EE | $10,503 | $7,182+46.2% | $6,843+53.5% | $5,983+75.6% |
| Admin fee / account holder | $13,491 | $10,809+24.8% | $9,310+44.9% | $11,250+19.9% |