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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 | $127,482 | $148,629-14.2% | $135,982-6.3% | $139,487-8.6% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 14.01% | 79.33%-65.3pp | 68.32%-54.3pp | 373.84%-359.8pp |
| Employer contribution / active EE | $3,479 | $5,247-33.7% | $4,859-28.4% | $4,755-26.8% |
| Participant deferral / active EE | $9,553 | $8,102+17.9% | $7,760+23.1% | $6,713+42.3% |
| Admin fee / account holder | $1,130 | $12,406-90.9% | $10,767-89.5% | $11,407-90.1% |