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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 | $132,453 | $156,398-15.3% | $147,318-10.1% | $138,895-4.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 15.31% | 78.75%-63.4pp | 70.43%-55.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $6,276 | $4,853+29.3% | $4,593+36.6% | $4,194+49.6% |
| Participant deferral / active EE | $13,308 | $8,237+61.6% | $7,906+68.3% | $6,396+108.1% |
| Admin fee / account holder | $1,419 | $14,976-90.5% | $13,708-89.6% | $12,562-88.7% |