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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 | $146,568 | $165,381-11.4% | $149,730-2.1% | $158,966-7.8% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 9.00% | 348.29%-339.3pp | 276.70%-267.7pp | 302.95%-294.0pp |
| Employer contribution / active EE | $2,857 | $5,104-44.0% | $4,645-38.5% | $4,762-40.0% |
| Participant deferral / active EE | $9,203 | $7,182+28.1% | $6,843+34.5% | $5,983+53.8% |
| Admin fee / account holder | $158,378 | $10,809+1365.2% | $9,310+1601.1% | $11,250+1307.8% |