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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 | $136,617 | $165,361-17.4% | $149,715-8.7% | $158,950-14.1% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 9.44% | 348.24%-338.8pp | 276.66%-267.2pp | 302.91%-293.5pp |
| Employer contribution / active EE | $4,093 | $5,103-19.8% | $4,645-11.9% | $4,762-14.0% |
| Participant deferral / active EE | $5,306 | $7,182-26.1% | $6,842-22.4% | $5,983-11.3% |
| Admin fee / account holder | $1,466 | $10,808-86.4% | $9,310-84.3% | $11,248-87.0% |