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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 | $183,592-28.9% | $155,574-16.1% | $145,877-10.5% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.1pp | 80.3%+2.1pp |
| Annual return | 17.76% | 61.37%-43.6pp | 64.87%-47.1pp | 551.28%-533.5pp |
| Employer contribution / active EE | $3,467 | $5,317-34.8% | $4,676-25.8% | $4,663-25.6% |
| Participant deferral / active EE | $6,173 | $6,466-4.5% | $5,629+9.7% | $6,691-7.7% |
| Admin fee / account holder | $8,451 | $19,316-56.2% | $15,914-46.9% | $13,402-36.9% |