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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 | $167,504 | $165,381+1.3% | $149,730+11.9% | $158,966+5.4% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 34.25% | 348.29%-314.0pp | 276.70%-242.5pp | 302.95%-268.7pp |
| Employer contribution / active EE | $2,317 | $5,104-54.6% | $4,645-50.1% | $4,762-51.3% |
| Participant deferral / active EE | $7,552 | $7,182+5.1% | $6,843+10.4% | $5,983+26.2% |
| Admin fee / account holder | $36,373 | $10,809+236.5% | $9,310+290.7% | $11,250+223.3% |