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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 | $132,743 | $165,361-19.7% | $149,715-11.3% | $158,950-16.5% |
| Participation rate | 95.7% | 84.6%+11.1pp | 82.5%+13.2pp | 82.0%+13.7pp |
| Annual return | 14.88% | 348.24%-333.4pp | 276.66%-261.8pp | 302.91%-288.0pp |
| Employer contribution / active EE | $5,276 | $5,103+3.4% | $4,645+13.6% | $4,762+10.8% |
| Participant deferral / active EE | $5,812 | $7,182-19.1% | $6,842-15.1% | $5,983-2.8% |
| Admin fee / account holder | $2,129 | $10,808-80.3% | $9,310-77.1% | $11,248-81.1% |