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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 | $132,106 | $176,794-25.3% | $146,647-9.9% | $167,553-21.2% |
| Participation rate | 95.8% | 83.6%+12.2pp | 80.1%+15.8pp | 82.1%+13.7pp |
| Annual return | 12.36% | 24.04%-11.7pp | 22.75%-10.4pp | 478.89%-466.5pp |
| Employer contribution / active EE | $5,961 | $5,161+15.5% | $4,137+44.1% | $4,840+23.2% |
| Participant deferral / active EE | $6,114 | $6,440-5.1% | $5,506+11.0% | $6,343-3.6% |
| Admin fee / account holder | $3,066 | $13,262-76.9% | $10,281-70.2% | $12,316-75.1% |