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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 | $135,944 | $156,398-13.1% | $147,318-7.7% | $138,895-2.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 13.42% | 78.75%-65.3pp | 70.43%-57.0pp | 145.39%-132.0pp |
| Employer contribution / active EE | $1,061 | $4,853-78.1% | $4,593-76.9% | $4,194-74.7% |
| Participant deferral / active EE | $4,252 | $8,237-48.4% | $7,906-46.2% | $6,396-33.5% |
| Admin fee / account holder | $121,010 | $14,976+708.0% | $13,708+782.8% | $12,562+863.3% |