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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 | $132,932 | $157,296-15.5% | $141,191-5.8% | $152,897-13.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 16.89% | 64.34%-47.5pp | 71.41%-54.5pp | 345.43%-328.5pp |
| Employer contribution / active EE | $1,785 | $5,262-66.1% | $4,736-62.3% | $4,764-62.5% |
| Participant deferral / active EE | $3,662 | $7,111-48.5% | $6,710-45.4% | $5,851-37.4% |
| Admin fee / account holder | $6,573 | $12,125-45.8% | $10,264-36.0% | $11,599-43.3% |