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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 | $137,318 | $157,304-12.7% | $141,197-2.7% | $152,909-10.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 28.46% | 64.34%-35.9pp | 71.41%-42.9pp | 345.46%-317.0pp |
| Employer contribution / active EE | $1,830 | $5,263-65.2% | $4,736-61.4% | $4,764-61.6% |
| Participant deferral / active EE | $5,264 | $7,111-26.0% | $6,710-21.6% | $5,851-10.0% |
| Admin fee / account holder | $1,054 | $12,126-91.3% | $10,265-89.7% | $11,601-90.9% |