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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 | $132,987 | $157,304-15.5% | $141,197-5.8% | $152,909-13.0% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.5%+11.7pp |
| Annual return | 16.92% | 64.34%-47.4pp | 71.41%-54.5pp | 345.46%-328.5pp |
| Employer contribution / active EE | $967 | $5,263-81.6% | $4,736-79.6% | $4,764-79.7% |
| Participant deferral / active EE | $4,810 | $7,111-32.4% | $6,710-28.3% | $5,851-17.8% |
| Admin fee / account holder | $5,307 | $12,126-56.2% | $10,265-48.3% | $11,601-54.3% |