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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 | $141,502 | $148,629-4.8% | $135,982+4.1% | $139,487+1.4% |
| Participation rate | 92.3% | 83.9%+8.4pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 17.33% | 79.33%-62.0pp | 68.32%-51.0pp | 373.84%-356.5pp |
| Employer contribution / active EE | $4,745 | $5,247-9.6% | $4,859-2.3% | $4,755-0.2% |
| Participant deferral / active EE | $9,929 | $8,102+22.5% | $7,760+28.0% | $6,713+47.9% |
| Admin fee / account holder | $7,592 | $12,406-38.8% | $10,767-29.5% | $11,407-33.4% |