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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 | $135,689 | $165,399-18.0% | $149,745-9.4% | $158,982-14.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 16.60% | 348.34%-331.7pp | 276.72%-260.1pp | 302.99%-286.4pp |
| Employer contribution / active EE | $1,521 | $5,105-70.2% | $4,646-67.3% | $4,763-68.1% |
| Participant deferral / active EE | $6,902 | $7,183-3.9% | $6,843+0.9% | $5,983+15.4% |
| Admin fee / account holder | $2,061 | $10,811-80.9% | $9,312-77.9% | $11,252-81.7% |