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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 | $127,994 | $165,381-22.6% | $149,730-14.5% | $158,966-19.5% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 16.05% | 348.29%-332.2pp | 276.70%-260.6pp | 302.95%-286.9pp |
| Employer contribution / active EE | $8,018 | $5,104+57.1% | $4,645+72.6% | $4,762+68.4% |
| Participant deferral / active EE | $4,746 | $7,182-33.9% | $6,843-30.6% | $5,983-20.7% |
| Admin fee / account holder | $4,296 | $10,809-60.3% | $9,310-53.9% | $11,250-61.8% |