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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 | $136,568 | $156,398-12.7% | $147,318-7.3% | $138,895-1.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 13.88% | 78.75%-64.9pp | 70.43%-56.5pp | 145.39%-131.5pp |
| Employer contribution / active EE | $12,864 | $4,853+165.0% | $4,593+180.1% | $4,194+206.7% |
| Participant deferral / active EE | $7,148 | $8,237-13.2% | $7,906-9.6% | $6,396+11.7% |
| Admin fee / account holder | $5,752 | $14,976-61.6% | $13,708-58.0% | $12,562-54.2% |