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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 | $179,136 | $165,399+8.3% | $149,745+19.6% | $158,982+12.7% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 21.74% | 348.34%-326.6pp | 276.72%-255.0pp | 302.99%-281.2pp |
| Employer contribution / active EE | $4,046 | $5,105-20.7% | $4,646-12.9% | $4,763-15.1% |
| Participant deferral / active EE | $10,803 | $7,183+50.4% | $6,843+57.9% | $5,983+80.5% |
| Admin fee / account holder | $2,530 | $10,811-76.6% | $9,312-72.8% | $11,252-77.5% |