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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 | $133,524 | $183,592-27.3% | $155,574-14.2% | $145,877-8.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 18.02% | 61.37%-43.3pp | 64.87%-46.8pp | 551.28%-533.3pp |
| Employer contribution / active EE | $4,755 | $5,317-10.6% | $4,676+1.7% | $4,663+2.0% |
| Participant deferral / active EE | $8,714 | $6,466+34.8% | $5,629+54.8% | $6,691+30.2% |
| Admin fee / account holder | $2,945 | $19,316-84.8% | $15,914-81.5% | $13,402-78.0% |