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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 | $139,556 | $156,398-10.8% | $147,318-5.3% | $138,895+0.5% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 79.9%+15.1pp |
| Annual return | 20.88% | 78.75%-57.9pp | 70.43%-49.5pp | 145.39%-124.5pp |
| Employer contribution / active EE | $5,972 | $4,853+23.0% | $4,593+30.0% | $4,194+42.4% |
| Participant deferral / active EE | $14,498 | $8,237+76.0% | $7,906+83.4% | $6,396+126.7% |
| Admin fee / account holder | $3,532 | $14,976-76.4% | $13,708-74.2% | $12,562-71.9% |