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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 | $126,753 | $148,629-14.7% | $135,982-6.8% | $139,487-9.1% |
| Participation rate | 84.6% | 83.9%+0.7pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 12.78% | 79.33%-66.6pp | 68.32%-55.5pp | 373.84%-361.1pp |
| Employer contribution / active EE | $6,646 | $5,247+26.7% | $4,859+36.8% | $4,755+39.8% |
| Participant deferral / active EE | $10,759 | $8,102+32.8% | $7,760+38.6% | $6,713+60.3% |
| Admin fee / account holder | $46,816 | $12,406+277.3% | $10,767+334.8% | $11,407+310.4% |