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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 | $150,780 | $174,379-13.5% | $152,093-0.9% | $138,895+8.6% |
| Participation rate | 85.0% | 81.6%+3.4pp | 77.8%+7.2pp | 79.9%+5.1pp |
| Annual return | 37.45% | 74.86%-37.4pp | 66.36%-28.9pp | 145.39%-107.9pp |
| Employer contribution / active EE | $2,493 | $4,652-46.4% | $4,175-40.3% | $4,194-40.6% |
| Participant deferral / active EE | $8,895 | $6,159+44.4% | $5,451+63.2% | $6,396+39.1% |
| Admin fee / account holder | $8,068 | $16,880-52.2% | $14,497-44.3% | $12,562-35.8% |