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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 | $162,136-13.6% | $152,301-8.0% | $154,746-9.5% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 14.13% | 91.02%-76.9pp | 80.50%-66.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $5,843 | $4,890+19.5% | $4,624+26.3% | $4,379+33.4% |
| Participant deferral / active EE | $12,531 | $8,341+50.2% | $8,004+56.6% | $6,730+86.2% |
| Admin fee / account holder | $6,439 | $15,759-59.1% | $14,398-55.3% | $14,365-55.2% |