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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 | $117,956 | $165,399-28.7% | $149,745-21.2% | $158,982-25.8% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 9.14% | 348.34%-339.2pp | 276.72%-267.6pp | 302.99%-293.9pp |
| Employer contribution / active EE | $1,194 | $5,105-76.6% | $4,646-74.3% | $4,763-74.9% |
| Participant deferral / active EE | $9,383 | $7,183+30.6% | $6,843+37.1% | $5,983+56.8% |
| Admin fee / account holder | $61,203 | $10,811+466.1% | $9,312+557.3% | $11,252+443.9% |