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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 | $157,086 | $154,228+1.9% | $145,433+8.0% | $137,256+14.4% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 13.66% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,298 | $4,804-52.2% | $4,554-49.6% | $4,156-44.7% |
| Participant deferral / active EE | $5,247 | $8,216-36.1% | $7,897-33.6% | $6,407-18.1% |
| Admin fee / account holder | $685 | $14,344-95.2% | $13,129-94.8% | $12,270-94.4% |