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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 | $201,010 | $165,361+21.6% | $149,715+34.3% | $158,950+26.5% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 13.26% | 348.24%-335.0pp | 276.66%-263.4pp | 302.91%-289.6pp |
| Employer contribution / active EE | $7,880 | $5,103+54.4% | $4,645+69.6% | $4,762+65.5% |
| Participant deferral / active EE | $6,004 | $7,182-16.4% | $6,842-12.3% | $5,983+0.3% |
| Admin fee / account holder | $1,081 | $10,808-90.0% | $9,310-88.4% | $11,248-90.4% |