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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 | $123,260 | $183,516-32.8% | $155,534-20.8% | $145,884-15.5% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 12.28% | 61.43%-49.1pp | 64.92%-52.6pp | 551.85%-539.6pp |
| Employer contribution / active EE | $3,126 | $5,315-41.2% | $4,675-33.1% | $4,662-32.9% |
| Participant deferral / active EE | $6,548 | $6,467+1.3% | $5,630+16.3% | $6,690-2.1% |
| Admin fee / account holder | $1,181 | $19,293-93.9% | $15,900-92.6% | $13,392-91.2% |