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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 | $121,660 | $197,625-38.4% | $177,840-31.6% | $158,966-23.5% |
| Participation rate | 95.5% | 88.5%+6.9pp | 87.7%+7.7pp | 82.0%+13.5pp |
| Annual return | 15.43% | 58.76%-43.3pp | 48.32%-32.9pp | 302.95%-287.5pp |
| Employer contribution / active EE | $4,416 | $6,698-34.1% | $5,919-25.4% | $4,762-7.3% |
| Participant deferral / active EE | $7,705 | $8,405-8.3% | $7,714-0.1% | $5,983+28.8% |
| Admin fee / account holder | $454 | $15,405-97.1% | $12,431-96.3% | $11,250-96.0% |