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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 | $153,649 | $154,228-0.4% | $145,433+5.6% | $137,256+11.9% |
| Participation rate | 79.2% | 83.8%-4.6pp | 82.1%-3.0pp | 80.0%-0.8pp |
| Annual return | 15.40% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $9,577 | $4,804+99.4% | $4,554+110.3% | $4,156+130.4% |
| Participant deferral / active EE | $5,998 | $8,216-27.0% | $7,897-24.0% | $6,407-6.4% |
| Admin fee / account holder | $10,852 | $14,344-24.3% | $13,129-17.3% | $12,270-11.6% |