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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 | $125,713 | $168,636-25.5% | $147,618-14.8% | $125,389+0.3% |
| Participation rate | 95.5% | 88.8%+6.7pp | 84.6%+10.8pp | 83.2%+12.3pp |
| Annual return | 1.52% | 77.65%-76.1pp | 61.98%-60.5pp | 282.24%-280.7pp |
| Employer contribution / active EE | $3,866 | $6,252-38.2% | $5,564-30.5% | $4,866-20.6% |
| Participant deferral / active EE | $7,128 | $5,507+29.4% | $4,895+45.6% | $5,352+33.2% |
| Admin fee / account holder | $4,377 | $13,581-67.8% | $11,612-62.3% | $9,541-54.1% |