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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 | $145,554 | $165,381-12.0% | $149,730-2.8% | $158,966-8.4% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 12.57% | 348.29%-335.7pp | 276.70%-264.1pp | 302.95%-290.4pp |
| Employer contribution / active EE | $10,558 | $5,104+106.9% | $4,645+127.3% | $4,762+121.7% |
| Participant deferral / active EE | $9,945 | $7,182+38.5% | $6,843+45.3% | $5,983+66.2% |
| Admin fee / account holder | $887 | $10,809-91.8% | $9,310-90.5% | $11,250-92.1% |