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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 | $166,090 | $199,109-16.6% | $173,730-4.4% | $154,746+7.3% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 14.34% | 20.02%-5.7pp | 19.96%-5.6pp | 172.34%-158.0pp |
| Employer contribution / active EE | $15,500 | $5,311+191.8% | $4,577+238.6% | $4,379+254.0% |
| Participant deferral / active EE | $2,900 | $7,113-59.2% | $6,326-54.2% | $6,730-56.9% |
| Admin fee / account holder | $4,799 | $20,916-77.1% | $17,523-72.6% | $14,365-66.6% |