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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 | $135,922 | $148,623-8.5% | $135,9740% | $139,466-2.5% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 13.75% | 79.30%-65.5pp | 68.30%-54.6pp | 373.66%-359.9pp |
| Employer contribution / active EE | $3,409 | $5,246-35.0% | $4,859-29.9% | $4,754-28.3% |
| Participant deferral / active EE | $7,001 | $8,103-13.6% | $7,760-9.8% | $6,712+4.3% |
| Admin fee / account holder | $1,356 | $12,406-89.1% | $10,767-87.4% | $11,409-88.1% |