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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 | $66,706 | $162,136-58.9% | $152,301-56.2% | $154,746-56.9% |
| Participation rate | 81.8% | 84.1%-2.3pp | 82.4%-0.6pp | 80.7%+1.1pp |
| Annual return | 13.40% | 91.02%-77.6pp | 80.50%-67.1pp | 172.34%-158.9pp |
| Employer contribution / active EE | $4,324 | $4,890-11.6% | $4,624-6.5% | $4,379-1.3% |
| Participant deferral / active EE | $10,065 | $8,341+20.7% | $8,004+25.8% | $6,730+49.5% |
| Admin fee / account holder | $132,632 | $15,759+741.6% | $14,398+821.2% | $14,365+823.3% |