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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 | $133,421 | $157,296-15.2% | $141,191-5.5% | $152,897-12.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 23.24% | 64.34%-41.1pp | 71.41%-48.2pp | 345.43%-322.2pp |
| Employer contribution / active EE | $4,438 | $5,262-15.7% | $4,736-6.3% | $4,764-6.8% |
| Participant deferral / active EE | $8,136 | $7,111+14.4% | $6,710+21.2% | $5,851+39.0% |
| Admin fee / account holder | $6,372 | $12,125-47.5% | $10,264-37.9% | $11,599-45.1% |