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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 | $174,389 | $165,399+5.4% | $149,745+16.5% | $158,982+9.7% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 12.74% | 348.34%-335.6pp | 276.72%-264.0pp | 302.99%-290.3pp |
| Employer contribution / active EE | $2,611 | $5,105-48.9% | $4,646-43.8% | $4,763-45.2% |
| Participant deferral / active EE | $4,334 | $7,183-39.7% | $6,843-36.7% | $5,983-27.6% |
| Admin fee / account holder | $2,542 | $10,811-76.5% | $9,312-72.7% | $11,252-77.4% |