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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 | $120,603 | $176,120-31.5% | $159,487-24.4% | $167,553-28.0% |
| Participation rate | 87.0% | 85.0%+2.0pp | 82.8%+4.1pp | 82.1%+4.8pp |
| Annual return | 24.60% | 331.95%-307.3pp | 263.71%-239.1pp | 478.89%-454.3pp |
| Employer contribution / active EE | $2,697 | $5,299-49.1% | $4,831-44.2% | $4,840-44.3% |
| Participant deferral / active EE | $9,536 | $7,752+23.0% | $7,354+29.7% | $6,343+50.3% |
| Admin fee / account holder | $5,398 | $12,561-57.0% | $10,804-50.0% | $12,316-56.2% |