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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 | $154,748 | $154,228+0.3% | $145,433+6.4% | $137,256+12.7% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 15.38% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $4,223 | $4,804-12.1% | $4,554-7.3% | $4,156+1.6% |
| Participant deferral / active EE | $10,874 | $8,216+32.3% | $7,897+37.7% | $6,407+69.7% |
| Admin fee / account holder | $947 | $14,344-93.4% | $13,129-92.8% | $12,270-92.3% |