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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 | $146,752 | $174,379-15.8% | $152,093-3.5% | $138,895+5.7% |
| Participation rate | 92.3% | 81.6%+10.7pp | 77.8%+14.5pp | 79.9%+12.4pp |
| Annual return | 17.98% | 74.86%-56.9pp | 66.36%-48.4pp | 145.39%-127.4pp |
| Employer contribution / active EE | $5,507 | $4,652+18.4% | $4,175+31.9% | $4,194+31.3% |
| Participant deferral / active EE | $2,000 | $6,159-67.5% | $5,451-63.3% | $6,396-68.7% |
| Admin fee / account holder | $779 | $16,880-95.4% | $14,497-94.6% | $12,562-93.8% |