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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 | $136,749 | $165,399-17.3% | $149,745-8.7% | $158,982-14.0% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 14.77% | 348.34%-333.6pp | 276.72%-262.0pp | 302.99%-288.2pp |
| Employer contribution / active EE | $4,152 | $5,105-18.7% | $4,646-10.6% | $4,763-12.8% |
| Participant deferral / active EE | $10,533 | $7,183+46.6% | $6,843+53.9% | $5,983+76.0% |
| Admin fee / account holder | $1,096 | $10,811-89.9% | $9,312-88.2% | $11,252-90.3% |