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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 | $173,145 | $168,626+2.7% | $133,698+29.5% | $145,897+18.7% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.4%-1.4pp | 80.3%-5.3pp |
| Annual return | 10.84% | 1168.99%-1158.1pp | 580.90%-570.1pp | 552.29%-541.4pp |
| Employer contribution / active EE | $2,660 | $5,290-49.7% | $4,218-36.9% | $4,663-42.9% |
| Participant deferral / active EE | $7,313 | $8,688-15.8% | $7,016+4.2% | $6,689+9.3% |
| Admin fee / account holder | $7,580 | $9,638-21.3% | $6,703+13.1% | $13,390-43.4% |