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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 | $142,188 | $165,399-14.0% | $149,745-5.0% | $158,982-10.6% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 11.62% | 348.34%-336.7pp | 276.72%-265.1pp | 302.99%-291.4pp |
| Employer contribution / active EE | $3,646 | $5,105-28.6% | $4,646-21.5% | $4,763-23.4% |
| Participant deferral / active EE | $6,410 | $7,183-10.8% | $6,843-6.3% | $5,983+7.1% |
| Admin fee / account holder | $6,336 | $10,811-41.4% | $9,312-32.0% | $11,252-43.7% |