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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 | $119,340 | $165,399-27.8% | $149,745-20.3% | $158,982-24.9% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 11.38% | 348.34%-337.0pp | 276.72%-265.3pp | 302.99%-291.6pp |
| Employer contribution / active EE | $4,836 | $5,105-5.3% | $4,646+4.1% | $4,763+1.5% |
| Participant deferral / active EE | $9,794 | $7,183+36.3% | $6,843+43.1% | $5,983+63.7% |
| Admin fee / account holder | $36,381 | $10,811+236.5% | $9,312+290.7% | $11,252+223.3% |