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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 | $136,396 | $162,136-15.9% | $152,301-10.4% | $154,746-11.9% |
| Participation rate | 84.6% | 84.1%+0.5pp | 82.4%+2.2pp | 80.7%+3.9pp |
| Annual return | 14.99% | 91.02%-76.0pp | 80.50%-65.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $3,760 | $4,890-23.1% | $4,624-18.7% | $4,379-14.1% |
| Participant deferral / active EE | $10,421 | $8,341+24.9% | $8,004+30.2% | $6,730+54.8% |
| Admin fee / account holder | $1,197 | $15,759-92.4% | $14,398-91.7% | $14,365-91.7% |