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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 | $135,655 | $148,629-8.7% | $135,982-0.2% | $139,487-2.7% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 13.29% | 79.33%-66.0pp | 68.32%-55.0pp | 373.84%-360.6pp |
| Employer contribution / active EE | $4,137 | $5,247-21.1% | $4,859-14.9% | $4,755-13.0% |
| Participant deferral / active EE | $7,656 | $8,102-5.5% | $7,760-1.3% | $6,713+14.1% |
| Admin fee / account holder | $109,319 | $12,406+781.1% | $10,767+915.3% | $11,407+858.3% |