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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 | $126,755 | $156,398-19.0% | $147,318-14.0% | $138,895-8.7% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 14.58% | 78.75%-64.2pp | 70.43%-55.9pp | 145.39%-130.8pp |
| Employer contribution / active EE | $1,769 | $4,853-63.6% | $4,593-61.5% | $4,194-57.8% |
| Participant deferral / active EE | $10,680 | $8,237+29.6% | $7,906+35.1% | $6,396+67.0% |
| Admin fee / account holder | $85,557 | $14,976+471.3% | $13,708+524.2% | $12,562+581.1% |