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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 | $128,012 | $124,346+2.9% | $111,306+15.0% | $167,553-23.6% |
| Participation rate | 79.2% | 79.6%-0.5pp | 77.3%+1.8pp | 82.1%-2.9pp |
| Annual return | 13.87% | 37.46%-23.6pp | 54.67%-40.8pp | 478.89%-465.0pp |
| Employer contribution / active EE | $3,236 | $3,438-5.9% | $2,732+18.5% | $4,840-33.1% |
| Participant deferral / active EE | $3,447 | $5,182-33.5% | $4,488-23.2% | $6,343-45.6% |
| Admin fee / account holder | $8,822 | $10,623-17.0% | $7,966+10.7% | $12,316-28.4% |