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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 | $151,814 | $165,361-8.2% | $149,715+1.4% | $158,950-4.5% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 13.68% | 348.24%-334.6pp | 276.66%-263.0pp | 302.91%-289.2pp |
| Employer contribution / active EE | $1,833 | $5,103-64.1% | $4,645-60.5% | $4,762-61.5% |
| Participant deferral / active EE | $7,609 | $7,182+5.9% | $6,842+11.2% | $5,983+27.2% |
| Admin fee / account holder | $2,530 | $10,808-76.6% | $9,310-72.8% | $11,248-77.5% |