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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 | $124,718 | $197,637-36.9% | $177,848-29.9% | $158,982-21.6% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 11.93% | 58.77%-46.8pp | 48.33%-36.4pp | 302.99%-291.1pp |
| Employer contribution / active EE | $3,463 | $6,698-48.3% | $5,919-41.5% | $4,763-27.3% |
| Participant deferral / active EE | $8,711 | $8,405+3.6% | $7,714+12.9% | $5,983+45.6% |
| Admin fee / account holder | $1,017 | $15,406-93.4% | $12,431-91.8% | $11,252-91.0% |