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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 | $100,714 | $148,582-32.2% | $135,942-25.9% | $139,456-27.8% |
| Participation rate | 81.0% | 83.9%-2.9pp | 81.9%-1.0pp | 80.3%+0.6pp |
| Annual return | 19.90% | 79.26%-59.4pp | 68.28%-48.4pp | 373.45%-353.6pp |
| Employer contribution / active EE | $5,053 | $5,245-3.7% | $4,858+4.0% | $4,753+6.3% |
| Participant deferral / active EE | $7,945 | $8,101-1.9% | $7,759+2.4% | $6,711+18.4% |
| Admin fee / account holder | $1,399 | $12,402-88.7% | $10,764-87.0% | $11,407-87.7% |