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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 | $129,537 | $148,623-12.8% | $135,974-4.7% | $139,466-7.1% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 17.42% | 79.30%-61.9pp | 68.30%-50.9pp | 373.66%-356.2pp |
| Employer contribution / active EE | $3,456 | $5,246-34.1% | $4,859-28.9% | $4,754-27.3% |
| Participant deferral / active EE | $6,499 | $8,103-19.8% | $7,760-16.3% | $6,712-3.2% |
| Admin fee / account holder | $772 | $12,406-93.8% | $10,767-92.8% | $11,409-93.2% |