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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 | $130,462 | $157,296-17.1% | $141,191-7.6% | $152,897-14.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 15.52% | 64.34%-48.8pp | 71.41%-55.9pp | 345.43%-329.9pp |
| Employer contribution / active EE | $2,506 | $5,262-52.4% | $4,736-47.1% | $4,764-47.4% |
| Participant deferral / active EE | $6,508 | $7,111-8.5% | $6,710-3.0% | $5,851+11.2% |
| Admin fee / account holder | $58,533 | $12,125+382.8% | $10,264+470.3% | $11,599+404.6% |