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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 | $123,583 | $183,592-32.7% | $155,574-20.6% | $145,877-15.3% |
| Participation rate | 79.2% | 82.7%-3.5pp | 78.2%+1.0pp | 80.3%-1.1pp |
| Annual return | 13.10% | 61.37%-48.3pp | 64.87%-51.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $4,297 | $5,317-19.2% | $4,676-8.1% | $4,663-7.8% |
| Participant deferral / active EE | $3,416 | $6,466-47.2% | $5,629-39.3% | $6,691-48.9% |
| Admin fee / account holder | $2,132 | $19,316-89.0% | $15,914-86.6% | $13,402-84.1% |