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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 | $135,568 | $185,312-26.8% | $161,489-16.1% | $154,746-12.4% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 12.87% | 103.84%-91.0pp | 89.72%-76.8pp | 172.34%-159.5pp |
| Employer contribution / active EE | $2,953 | $4,769-38.1% | $4,268-30.8% | $4,379-32.6% |
| Participant deferral / active EE | $5,450 | $6,350-14.2% | $5,630-3.2% | $6,730-19.0% |
| Admin fee / account holder | $1,172 | $18,654-93.7% | $16,006-92.7% | $14,365-91.8% |