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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 | $128,088 | $165,381-22.5% | $149,730-14.5% | $158,966-19.4% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 9.55% | 348.29%-338.7pp | 276.70%-267.1pp | 302.95%-293.4pp |
| Employer contribution / active EE | $9,367 | $5,104+83.5% | $4,645+101.6% | $4,762+96.7% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $33,218 | $10,809+207.3% | $9,310+256.8% | $11,250+195.3% |