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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 | $108,187 | $157,829-31.5% | $136,867-21.0% | $198,609-45.5% |
| Participation rate | 75.0% | 77.2%-2.2pp | 74.5%+0.5pp | 82.4%-7.4pp |
| Annual return | 10.92% | 51.25%-40.3pp | 42.97%-32.0pp | 202.70%-191.8pp |
| Employer contribution / active EE | $9,176 | $3,923+133.9% | $3,547+158.7% | $5,055+81.5% |
| Participant deferral / active EE | $7,295 | $5,463+33.5% | $4,924+48.2% | $6,977+4.6% |
| Admin fee / account holder | $12,328 | $11,107+11.0% | $10,340+19.2% | $19,030-35.2% |