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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 | $130,802 | $172,111-24.0% | $150,298-13.0% | $137,256-4.7% |
| Participation rate | 86.7% | 81.7%+5.0pp | 77.8%+8.9pp | 80.0%+6.7pp |
| Annual return | 14.54% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $6,549 | $4,636+41.3% | $4,154+57.7% | $4,156+57.6% |
| Participant deferral / active EE | $6,773 | $6,166+9.9% | $5,453+24.2% | $6,407+5.7% |
| Admin fee / account holder | $2,778 | $16,471-83.1% | $14,116-80.3% | $12,270-77.4% |