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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 | $139,141 | $165,399-15.9% | $149,745-7.1% | $158,982-12.5% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 15.59% | 348.34%-332.7pp | 276.72%-261.1pp | 302.99%-287.4pp |
| Employer contribution / active EE | $3,685 | $5,105-27.8% | $4,646-20.7% | $4,763-22.6% |
| Participant deferral / active EE | $5,416 | $7,183-24.6% | $6,843-20.9% | $5,983-9.5% |
| Admin fee / account holder | $18,825 | $10,811+74.1% | $9,312+102.2% | $11,252+67.3% |