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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 | $72,098 | $70,366+2.5% | $66,674+8.1% | $138,895-48.1% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.7%-0.9pp | 79.9%-7.2pp |
| Annual return | 18.99% | 386.41%-367.4pp | 321.24%-302.3pp | 145.39%-126.4pp |
| Employer contribution / active EE | $2,411 | $2,765-12.8% | $2,620-8.0% | $4,194-42.5% |
| Participant deferral / active EE | $5,293 | $4,374+21.0% | $4,084+29.6% | $6,396-17.2% |
| Admin fee / account holder | $1,817 | $5,262-65.5% | $5,098-64.4% | $12,562-85.5% |