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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 | $149,445 | $165,399-9.6% | $149,745-0.2% | $158,982-6.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 15.07% | 348.34%-333.3pp | 276.72%-261.6pp | 302.99%-287.9pp |
| Employer contribution / active EE | $2,657 | $5,105-47.9% | $4,646-42.8% | $4,763-44.2% |
| Participant deferral / active EE | $10,268 | $7,183+43.0% | $6,843+50.1% | $5,983+71.6% |
| Admin fee / account holder | $2,584 | $10,811-76.1% | $9,312-72.3% | $11,252-77.0% |