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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 | $133,285 | $165,351-19.4% | $149,710-11.0% | $158,931-16.1% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 12.21% | 348.19%-336.0pp | 276.63%-264.4pp | 302.86%-290.6pp |
| Employer contribution / active EE | $2,512 | $5,103-50.8% | $4,645-45.9% | $4,761-47.2% |
| Participant deferral / active EE | $9,534 | $7,181+32.8% | $6,842+39.3% | $5,982+59.4% |
| Admin fee / account holder | $101,780 | $10,807+841.8% | $9,309+993.3% | $11,247+805.0% |