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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 | $141,375 | $176,786-20.0% | $146,643-3.6% | $167,536-15.6% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 21.07% | 24.04%-3.0pp | 22.75%-1.7pp | 478.82%-457.8pp |
| Employer contribution / active EE | $3,012 | $5,161-41.6% | $4,137-27.2% | $4,839-37.8% |
| Participant deferral / active EE | $17,769 | $6,440+175.9% | $5,506+222.7% | $6,342+180.2% |
| Admin fee / account holder | $35,061 | $13,262+164.4% | $10,280+241.1% | $12,315+184.7% |