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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 | $145,763 | $154,228-5.5% | $145,433+0.2% | $137,256+6.2% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 16.33% | 74.59%-58.3pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $3,084 | $4,804-35.8% | $4,554-32.3% | $4,156-25.8% |
| Participant deferral / active EE | $5,557 | $8,216-32.4% | $7,897-29.6% | $6,407-13.3% |
| Admin fee / account holder | $7,731 | $14,344-46.1% | $13,129-41.1% | $12,270-37.0% |