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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 | $134,619 | $217,432-38.1% | $185,849-27.6% | $167,536-19.6% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 9.12% | 148.42%-139.3pp | 122.10%-113.0pp | 478.82%-469.7pp |
| Employer contribution / active EE | $1,515 | $5,875-74.2% | $5,169-70.7% | $4,839-68.7% |
| Participant deferral / active EE | $3,894 | $6,357-38.7% | $5,569-30.1% | $6,342-38.6% |
| Admin fee / account holder | $3,367 | $19,818-83.0% | $16,244-79.3% | $12,315-72.7% |