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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 | $143,663 | $111,535+28.8% | $105,223+36.5% | $137,256+4.7% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 80.0%-10.0pp |
| Annual return | 15.05% | 237.85%-222.8pp | 180.65%-165.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,148 | $3,939-45.5% | $3,689-41.8% | $4,156-48.3% |
| Participant deferral / active EE | $4,833 | $5,500-12.1% | $5,072-4.7% | $6,407-24.6% |
| Admin fee / account holder | $1,523 | $9,721-84.3% | $8,859-82.8% | $12,270-87.6% |