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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 | $130,690 | $148,623-12.1% | $135,974-3.9% | $139,466-6.3% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 13.35% | 79.30%-65.9pp | 68.30%-55.0pp | 373.66%-360.3pp |
| Employer contribution / active EE | $2,850 | $5,246-45.7% | $4,859-41.4% | $4,754-40.1% |
| Participant deferral / active EE | $5,546 | $8,103-31.6% | $7,760-28.5% | $6,712-17.4% |
| Admin fee / account holder | $1,388 | $12,406-88.8% | $10,767-87.1% | $11,409-87.8% |