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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 | $125,764 | $154,228-18.5% | $145,433-13.5% | $137,256-8.4% |
| Participation rate | 81.0% | 83.8%-2.8pp | 82.1%-1.2pp | 80.0%+1.0pp |
| Annual return | 15.40% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,447 | $8,216-9.4% | $7,897-5.7% | $6,407+16.2% |
| Admin fee / account holder | $3,534 | $14,344-75.4% | $13,129-73.1% | $12,270-71.2% |