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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 | $101,878 | $157,276-35.2% | $141,177-27.8% | $152,885-33.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 22.80% | 64.33%-41.5pp | 71.40%-48.6pp | 345.39%-322.6pp |
| Employer contribution / active EE | $4,826 | $5,262-8.3% | $4,736+1.9% | $4,763+1.3% |
| Participant deferral / active EE | $9,903 | $7,110+39.3% | $6,710+47.6% | $5,851+69.3% |
| Admin fee / account holder | $1,044 | $12,123-91.4% | $10,263-89.8% | $11,598-91.0% |