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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 | $113,788 | $165,399-31.2% | $149,745-24.0% | $158,982-28.4% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 12.87% | 348.34%-335.5pp | 276.72%-263.8pp | 302.99%-290.1pp |
| Employer contribution / active EE | $5,629 | $5,105+10.3% | $4,646+21.2% | $4,763+18.2% |
| Participant deferral / active EE | $10,201 | $7,183+42.0% | $6,843+49.1% | $5,983+70.5% |
| Admin fee / account holder | $37,885 | $10,811+250.4% | $9,312+306.8% | $11,252+236.7% |