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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 | $142,950 | $165,381-13.6% | $149,730-4.5% | $158,966-10.1% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.2pp |
| Annual return | 18.73% | 348.29%-329.6pp | 276.70%-258.0pp | 302.95%-284.2pp |
| Employer contribution / active EE | $4,943 | $5,104-3.1% | $4,645+6.4% | $4,762+3.8% |
| Participant deferral / active EE | $7,641 | $7,182+6.4% | $6,843+11.7% | $5,983+27.7% |
| Admin fee / account holder | $1,258 | $10,809-88.4% | $9,310-86.5% | $11,250-88.8% |