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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 | $153,893 | $165,381-6.9% | $149,730+2.8% | $158,966-3.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 15.51% | 348.29%-332.8pp | 276.70%-261.2pp | 302.95%-287.4pp |
| Employer contribution / active EE | $5,398 | $5,104+5.8% | $4,645+16.2% | $4,762+13.3% |
| Participant deferral / active EE | $12,437 | $7,182+73.2% | $6,843+81.8% | $5,983+107.9% |
| Admin fee / account holder | $4,599 | $10,809-57.5% | $9,310-50.6% | $11,250-59.1% |