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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 | $128,238 | $223,823-42.7% | $211,142-39.3% | $154,746-17.1% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 15.94% | 50.39%-34.5pp | 46.84%-30.9pp | 172.34%-156.4pp |
| Employer contribution / active EE | $3,578 | $6,787-47.3% | $6,442-44.5% | $4,379-18.3% |
| Participant deferral / active EE | $10,180 | $9,750+4.4% | $9,284+9.7% | $6,730+51.3% |
| Admin fee / account holder | $16,090 | $19,707-18.4% | $19,076-15.7% | $14,365+12.0% |