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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 | $139,767 | $154,228-9.4% | $145,433-3.9% | $137,256+1.8% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 13.36% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,250 | $4,804-32.3% | $4,554-28.6% | $4,156-21.8% |
| Participant deferral / active EE | $8,050 | $8,216-2.0% | $7,897+1.9% | $6,407+25.6% |
| Admin fee / account holder | $17,704 | $14,344+23.4% | $13,129+34.8% | $12,270+44.3% |