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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 | $156,398-27.7% | $147,318-23.2% | $138,895-18.6% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 14.41% | 78.75%-64.3pp | 70.43%-56.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $3,046 | $4,853-37.2% | $4,593-33.7% | $4,194-27.4% |
| Participant deferral / active EE | $10,155 | $8,237+23.3% | $7,906+28.4% | $6,396+58.8% |
| Admin fee / account holder | $3,504 | $14,976-76.6% | $13,708-74.4% | $12,562-72.1% |