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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 | $116,610 | $156,398-25.4% | $147,318-20.8% | $138,895-16.0% |
| Participation rate | 95.7% | 83.8%+11.9pp | 82.1%+13.6pp | 79.9%+15.7pp |
| Annual return | 19.96% | 78.75%-58.8pp | 70.43%-50.5pp | 145.39%-125.4pp |
| Employer contribution / active EE | $5,379 | $4,853+10.8% | $4,593+17.1% | $4,194+28.2% |
| Participant deferral / active EE | $15,136 | $8,237+83.8% | $7,906+91.4% | $6,396+136.6% |
| Admin fee / account holder | $4,709 | $14,976-68.6% | $13,708-65.6% | $12,562-62.5% |