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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 | $130,597 | $183,539-28.8% | $155,556-16.0% | $145,897-10.5% |
| Participation rate | 82.4% | 82.7%-0.4pp | 78.2%+4.1pp | 80.3%+2.0pp |
| Annual return | 17.76% | 61.31%-43.5pp | 64.84%-47.1pp | 552.29%-534.5pp |
| Employer contribution / active EE | $3,467 | $5,315-34.8% | $4,675-25.8% | $4,663-25.6% |
| Participant deferral / active EE | $6,173 | $6,467-4.5% | $5,631+9.6% | $6,689-7.7% |
| Admin fee / account holder | $8,451 | $19,275-56.2% | $15,885-46.8% | $13,390-36.9% |