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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 | $112,386 | $165,381-32.0% | $149,730-24.9% | $158,966-29.3% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 8.74% | 348.29%-339.6pp | 276.70%-268.0pp | 302.95%-294.2pp |
| Employer contribution / active EE | $3,054 | $5,104-40.2% | $4,645-34.2% | $4,762-35.9% |
| Participant deferral / active EE | $3,501 | $7,182-51.3% | $6,843-48.8% | $5,983-41.5% |
| Admin fee / account holder | $30,812 | $10,809+185.0% | $9,310+230.9% | $11,250+173.9% |