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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 | $162,471 | $156,398+3.9% | $147,318+10.3% | $138,895+17.0% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 21.37% | 78.75%-57.4pp | 70.43%-49.1pp | 145.39%-124.0pp |
| Employer contribution / active EE | $4,455 | $4,853-8.2% | $4,593-3.0% | $4,194+6.2% |
| Participant deferral / active EE | $13,120 | $8,237+59.3% | $7,906+65.9% | $6,396+105.1% |
| Admin fee / account holder | $753 | $14,976-95.0% | $13,708-94.5% | $12,562-94.0% |