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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 | $141,058 | $201,370-30.0% | $184,256-23.4% | $145,897-3.3% |
| Participation rate | 86.7% | 87.5%-0.8pp | 86.8%-0.2pp | 80.3%+6.4pp |
| Annual return | 10.37% | 29.05%-18.7pp | 28.85%-18.5pp | 552.29%-541.9pp |
| Employer contribution / active EE | $4,901 | $7,024-30.2% | $6,427-23.7% | $4,663+5.1% |
| Participant deferral / active EE | $6,557 | $9,808-33.1% | $9,133-28.2% | $6,689-2.0% |
| Admin fee / account holder | $13,887 | $16,364-15.1% | $13,899-0.1% | $13,390+3.7% |