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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 | $159,023 | $180,749-12.0% | $160,784-1.1% | $137,256+15.9% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 16.78% | 2234.46%-2217.7pp | 1803.92%-1787.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $4,101 | $4,155-1.3% | $3,733+9.9% | $4,156-1.3% |
| Participant deferral / active EE | $6,562 | $6,844-4.1% | $6,293+4.3% | $6,407+2.4% |
| Admin fee / account holder | $13,218 | $10,397+27.1% | $9,717+36.0% | $12,270+7.7% |