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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 | $205,477 | $201,344+2.1% | $184,243+11.5% | $145,877+40.9% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 13.04% | 29.01%-16.0pp | 28.82%-15.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $3,835 | $7,022-45.4% | $6,427-40.3% | $4,663-17.8% |
| Participant deferral / active EE | $9,022 | $9,807-8.0% | $9,132-1.2% | $6,691+34.8% |
| Admin fee / account holder | $7,035 | $16,382-57.1% | $13,914-49.4% | $13,402-47.5% |