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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 | $113,126 | $154,228-26.7% | $145,433-22.2% | $137,256-17.6% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 14.41% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $3,046 | $4,804-36.6% | $4,554-33.1% | $4,156-26.7% |
| Participant deferral / active EE | $10,155 | $8,216+23.6% | $7,897+28.6% | $6,407+58.5% |
| Admin fee / account holder | $3,504 | $14,344-75.6% | $13,129-73.3% | $12,270-71.4% |