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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 | $173,340-0.1% | $136,007+27.3% | $145,959+18.6% |
| Participation rate | 75.0% | 80.5%-5.5pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 10.84% | 1163.32%-1152.5pp | 579.32%-568.5pp | 561.95%-551.1pp |
| Employer contribution / active EE | $2,660 | $5,275-49.6% | $4,215-36.9% | $4,661-42.9% |
| Participant deferral / active EE | $7,313 | $8,699-15.9% | $7,024+4.1% | $6,689+9.3% |
| Admin fee / account holder | $7,580 | $9,954-23.8% | $6,858+10.5% | $13,398-43.4% |