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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 | $124,321 | $148,623-16.4% | $135,974-8.6% | $139,466-10.9% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 15.97% | 79.30%-63.3pp | 68.30%-52.3pp | 373.66%-357.7pp |
| Employer contribution / active EE | $1,941 | $5,246-63.0% | $4,859-60.1% | $4,754-59.2% |
| Participant deferral / active EE | $6,386 | $8,103-21.2% | $7,760-17.7% | $6,712-4.9% |
| Admin fee / account holder | $2,346 | $12,406-81.1% | $10,767-78.2% | $11,409-79.4% |