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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 | $153,184 | $165,361-7.4% | $149,715+2.3% | $158,950-3.6% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 22.08% | 348.24%-326.2pp | 276.66%-254.6pp | 302.91%-280.8pp |
| Employer contribution / active EE | $3,061 | $5,103-40.0% | $4,645-34.1% | $4,762-35.7% |
| Participant deferral / active EE | $4,586 | $7,182-36.1% | $6,842-33.0% | $5,983-23.4% |
| Admin fee / account holder | $2,586 | $10,808-76.1% | $9,310-72.2% | $11,248-77.0% |