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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 | $165,399-19.4% | $149,745-11.0% | $158,982-16.2% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 12.21% | 348.34%-336.1pp | 276.72%-264.5pp | 302.99%-290.8pp |
| Employer contribution / active EE | $2,512 | $5,105-50.8% | $4,646-45.9% | $4,763-47.3% |
| Participant deferral / active EE | $9,534 | $7,183+32.7% | $6,843+39.3% | $5,983+59.3% |
| Admin fee / account holder | $101,780 | $10,811+841.4% | $9,312+993.0% | $11,252+804.6% |