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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 | $125,445 | $129,737-3.3% | $119,126+5.3% | $154,746-18.9% |
| Participation rate | 78.6% | 78.9%-0.3pp | 75.8%+2.8pp | 80.7%-2.1pp |
| Annual return | 18.81% | 379.08%-360.3pp | 282.11%-263.3pp | 172.34%-153.5pp |
| Employer contribution / active EE | $3,798 | $4,375-13.2% | $4,034-5.8% | $4,379-13.3% |
| Participant deferral / active EE | $10,340 | $5,842+77.0% | $5,318+94.4% | $6,730+53.6% |
| Admin fee / account holder | $7,343 | $11,961-38.6% | $10,693-31.3% | $14,365-48.9% |