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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 | $121,169 | $165,399-26.7% | $149,745-19.1% | $158,982-23.8% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 17.61% | 348.34%-330.7pp | 276.72%-259.1pp | 302.99%-285.4pp |
| Employer contribution / active EE | $5,178 | $5,105+1.4% | $4,646+11.5% | $4,763+8.7% |
| Participant deferral / active EE | $11,541 | $7,183+60.7% | $6,843+68.6% | $5,983+92.9% |
| Admin fee / account holder | $600 | $10,811-94.5% | $9,312-93.6% | $11,252-94.7% |