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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 | $126,414 | $157,304-19.6% | $141,197-10.5% | $152,909-17.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 15.35% | 64.34%-49.0pp | 71.41%-56.1pp | 345.46%-330.1pp |
| Employer contribution / active EE | $1,905 | $5,263-63.8% | $4,736-59.8% | $4,764-60.0% |
| Participant deferral / active EE | $7,946 | $7,111+11.7% | $6,710+18.4% | $5,851+35.8% |
| Admin fee / account holder | $2,957 | $12,126-75.6% | $10,265-71.2% | $11,601-74.5% |