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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 | $118,554 | $197,625-40.0% | $177,840-33.3% | $158,966-25.4% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 9.74% | 58.76%-49.0pp | 48.32%-38.6pp | 302.95%-293.2pp |
| Employer contribution / active EE | $5,152 | $6,698-23.1% | $5,919-12.9% | $4,762+8.2% |
| Participant deferral / active EE | $3,777 | $8,405-55.1% | $7,714-51.0% | $5,983-36.9% |
| Admin fee / account holder | $9,006 | $15,405-41.5% | $12,431-27.6% | $11,250-19.9% |