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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 | $136,919 | $209,336-34.6% | $197,124-30.5% | $137,256-0.2% |
| Participation rate | 92.9% | 87.3%+5.6pp | 86.7%+6.1pp | 80.0%+12.9pp |
| Annual return | 14.50% | 48.09%-33.6pp | 44.34%-29.8pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,696 | $6,591-59.1% | $6,227-56.7% | $4,156-35.1% |
| Participant deferral / active EE | $5,686 | $9,614-40.9% | $9,135-37.8% | $6,407-11.3% |
| Admin fee / account holder | $1,263 | $17,308-92.7% | $16,298-92.3% | $12,270-89.7% |