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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 | $121,725 | $154,228-21.1% | $145,433-16.3% | $137,256-11.3% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 80.0%+9.5pp |
| Annual return | 15.63% | 74.59%-59.0pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,037 | $4,804-78.4% | $4,554-77.2% | $4,156-75.0% |
| Participant deferral / active EE | $7,019 | $8,216-14.6% | $7,897-11.1% | $6,407+9.5% |
| Admin fee / account holder | $36,732 | $14,344+156.1% | $13,129+179.8% | $12,270+199.4% |