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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 | $147,802 | $165,399-10.6% | $149,745-1.3% | $158,982-7.0% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 15.37% | 348.34%-333.0pp | 276.72%-261.3pp | 302.99%-287.6pp |
| Employer contribution / active EE | $3,860 | $5,105-24.4% | $4,646-16.9% | $4,763-19.0% |
| Participant deferral / active EE | $9,375 | $7,183+30.5% | $6,843+37.0% | $5,983+56.7% |
| Admin fee / account holder | $30,139 | $10,811+178.8% | $9,312+223.7% | $11,252+167.9% |