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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 | $137,381 | $183,516-25.1% | $155,534-11.7% | $145,884-5.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 17.81% | 61.43%-43.6pp | 64.92%-47.1pp | 551.85%-534.0pp |
| Employer contribution / active EE | $3,264 | $5,315-38.6% | $4,675-30.2% | $4,662-30.0% |
| Participant deferral / active EE | $6,054 | $6,467-6.4% | $5,630+7.5% | $6,690-9.5% |
| Admin fee / account holder | $6,948 | $19,293-64.0% | $15,900-56.3% | $13,392-48.1% |