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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 | $128,317 | $162,529-21.1% | $130,788-1.9% | $154,746-17.1% |
| Participation rate | 72.2% | 75.9%-3.6pp | 70.1%+2.1pp | 80.7%-8.5pp |
| Annual return | 12.80% | 510.48%-497.7pp | 386.44%-373.6pp | 172.34%-159.5pp |
| Employer contribution / active EE | $3,523 | $4,447-20.8% | $3,558-1.0% | $4,379-19.6% |
| Participant deferral / active EE | $11,591 | $4,808+141.1% | $4,137+180.2% | $6,730+72.2% |
| Admin fee / account holder | $1,850 | $7,669-75.9% | $6,673-72.3% | $14,365-87.1% |