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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 | $140,081 | $154,228-9.2% | $145,433-3.7% | $137,256+2.1% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 14.13% | 74.59%-60.5pp | 66.58%-52.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $5,843 | $4,804+21.6% | $4,554+28.3% | $4,156+40.6% |
| Participant deferral / active EE | $12,531 | $8,216+52.5% | $7,897+58.7% | $6,407+95.6% |
| Admin fee / account holder | $6,439 | $14,344-55.1% | $13,129-51.0% | $12,270-47.5% |