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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 | $120,974 | $197,637-38.8% | $177,848-32.0% | $158,982-23.9% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.7%-3.1pp | 82.0%+2.6pp |
| Annual return | 26.29% | 58.77%-32.5pp | 48.33%-22.0pp | 302.99%-276.7pp |
| Employer contribution / active EE | $2,564 | $6,698-61.7% | $5,919-56.7% | $4,763-46.2% |
| Participant deferral / active EE | $8,112 | $8,405-3.5% | $7,714+5.2% | $5,983+35.6% |
| Admin fee / account holder | $6,372 | $15,406-58.6% | $12,431-48.7% | $11,252-43.4% |