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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 | $139,348 | $227,399-38.7% | $189,758-26.6% | $198,609-29.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 79.8%+3.5pp | 82.4%+1.0pp |
| Annual return | 15.57% | 61.03%-45.5pp | 52.62%-37.0pp | 202.70%-187.1pp |
| Employer contribution / active EE | $2,045 | $5,526-63.0% | $4,767-57.1% | $5,055-59.5% |
| Participant deferral / active EE | $8,376 | $6,837+22.5% | $5,856+43.0% | $6,977+20.1% |
| Admin fee / account holder | $2,602 | $25,162-89.7% | $20,388-87.2% | $19,030-86.3% |