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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 | $115,281 | $152,619-24.5% | $125,195-7.9% | $152,909-24.6% |
| Participation rate | 88.9% | 83.3%+5.5pp | 79.8%+9.1pp | 82.5%+6.4pp |
| Annual return | 13.35% | 54.85%-41.5pp | 43.79%-30.4pp | 345.46%-332.1pp |
| Employer contribution / active EE | $4,174 | $4,947-15.6% | $3,866+8.0% | $4,764-12.4% |
| Participant deferral / active EE | $5,807 | $5,869-1.1% | $4,937+17.6% | $5,851-0.8% |
| Admin fee / account holder | $19,612 | $13,437+46.0% | $9,704+102.1% | $11,601+69.1% |