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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 | $147,299 | $165,399-10.9% | $149,745-1.6% | $158,982-7.3% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 10.74% | 348.34%-337.6pp | 276.72%-266.0pp | 302.99%-292.2pp |
| Employer contribution / active EE | $2,264 | $5,105-55.6% | $4,646-51.3% | $4,763-52.5% |
| Participant deferral / active EE | $2,633 | $7,183-63.3% | $6,843-61.5% | $5,983-56.0% |
| Admin fee / account holder | $10,059 | $10,811-7.0% | $9,312+8.0% | $11,252-10.6% |