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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 | $125,288 | $165,381-24.2% | $149,730-16.3% | $158,966-21.2% |
| Participation rate | 90.5% | 84.6%+5.9pp | 82.5%+8.0pp | 82.0%+8.5pp |
| Annual return | 9.62% | 348.29%-338.7pp | 276.70%-267.1pp | 302.95%-293.3pp |
| Employer contribution / active EE | $4,536 | $5,104-11.1% | $4,645-2.3% | $4,762-4.7% |
| Participant deferral / active EE | $6,687 | $7,182-6.9% | $6,843-2.3% | $5,983+11.8% |
| Admin fee / account holder | $1,583 | $10,809-85.4% | $9,310-83.0% | $11,250-85.9% |