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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 | $142,128 | $185,883-23.5% | $170,043-16.4% | $139,466+1.9% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 13.78% | 60.54%-46.8pp | 53.40%-39.6pp | 373.66%-359.9pp |
| Employer contribution / active EE | $2,690 | $7,596-64.6% | $6,790-60.4% | $4,754-43.4% |
| Participant deferral / active EE | $6,313 | $11,626-45.7% | $10,410-39.4% | $6,712-6.0% |
| Admin fee / account holder | $11,401 | $15,393-25.9% | $12,824-11.1% | $11,409-0.1% |