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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 | $172,111-21.2% | $150,298-9.8% | $137,256-1.2% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 12.87% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,953 | $4,636-36.3% | $4,154-28.9% | $4,156-28.9% |
| Participant deferral / active EE | $5,450 | $6,166-11.6% | $5,453-0.1% | $6,407-14.9% |
| Admin fee / account holder | $1,172 | $16,471-92.9% | $14,116-91.7% | $12,270-90.4% |