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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 | $146,595 | $165,381-11.4% | $149,730-2.1% | $158,966-7.8% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 12.96% | 348.29%-335.3pp | 276.70%-263.7pp | 302.95%-290.0pp |
| Employer contribution / active EE | $3,425 | $5,104-32.9% | $4,645-26.3% | $4,762-28.1% |
| Participant deferral / active EE | $6,118 | $7,182-14.8% | $6,843-10.6% | $5,983+2.3% |
| Admin fee / account holder | $33,987 | $10,809+214.4% | $9,310+265.0% | $11,250+202.1% |