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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 | $138,488 | $165,381-16.3% | $149,730-7.5% | $158,966-12.9% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 17.36% | 348.29%-330.9pp | 276.70%-259.3pp | 302.95%-285.6pp |
| Employer contribution / active EE | $4,551 | $5,104-10.8% | $4,645-2.0% | $4,762-4.4% |
| Participant deferral / active EE | $6,841 | $7,182-4.8% | $6,8430% | $5,983+14.3% |
| Admin fee / account holder | $6,550 | $10,809-39.4% | $9,310-29.6% | $11,250-41.8% |