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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 | $174,001 | $165,381+5.2% | $149,730+16.2% | $158,966+9.5% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 12.30% | 348.29%-336.0pp | 276.70%-264.4pp | 302.95%-290.6pp |
| Employer contribution / active EE | $938 | $5,104-81.6% | $4,645-79.8% | $4,762-80.3% |
| Participant deferral / active EE | $4,979 | $7,182-30.7% | $6,843-27.2% | $5,983-16.8% |
| Admin fee / account holder | $33,402 | $10,809+209.0% | $9,310+258.8% | $11,250+196.9% |