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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 | $167,085 | $111,535+49.8% | $105,223+58.8% | $137,256+21.7% |
| Participation rate | 70.6% | 78.1%-7.5pp | 75.0%-4.5pp | 80.0%-9.4pp |
| Annual return | 20.02% | 237.85%-217.8pp | 180.65%-160.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,017 | $3,939-48.8% | $3,689-45.3% | $4,156-51.5% |
| Participant deferral / active EE | $5,448 | $5,500-0.9% | $5,072+7.4% | $6,407-15.0% |
| Admin fee / account holder | $5,891 | $9,721-39.4% | $8,859-33.5% | $12,270-52.0% |