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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 | $89,123 | $148,629-40.0% | $135,982-34.5% | $139,487-36.1% |
| Participation rate | 85.0% | 83.9%+1.1pp | 81.9%+3.1pp | 80.3%+4.7pp |
| Annual return | 15.96% | 79.33%-63.4pp | 68.32%-52.4pp | 373.84%-357.9pp |
| Employer contribution / active EE | $3,467 | $5,247-33.9% | $4,859-28.7% | $4,755-27.1% |
| Participant deferral / active EE | $7,175 | $8,102-11.5% | $7,760-7.5% | $6,713+6.9% |
| Admin fee / account holder | $3,167 | $12,406-74.5% | $10,767-70.6% | $11,407-72.2% |