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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 | $127,265 | $165,381-23.0% | $149,730-15.0% | $158,966-19.9% |
| Participation rate | 95.8% | 84.6%+11.3pp | 82.5%+13.4pp | 82.0%+13.9pp |
| Annual return | 13.83% | 348.29%-334.5pp | 276.70%-262.9pp | 302.95%-289.1pp |
| Employer contribution / active EE | $7,370 | $5,104+44.4% | $4,645+58.7% | $4,762+54.8% |
| Participant deferral / active EE | $6,938 | $7,182-3.4% | $6,843+1.4% | $5,983+16.0% |
| Admin fee / account holder | $36,542 | $10,809+238.1% | $9,310+292.5% | $11,250+224.8% |