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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 | $137,554 | $148,623-7.4% | $135,974+1.2% | $139,466-1.4% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 16.06% | 79.30%-63.2pp | 68.30%-52.2pp | 373.66%-357.6pp |
| Employer contribution / active EE | $4,101 | $5,246-21.8% | $4,859-15.6% | $4,754-13.7% |
| Participant deferral / active EE | $12,518 | $8,103+54.5% | $7,760+61.3% | $6,712+86.5% |
| Admin fee / account holder | $2,723 | $12,406-78.0% | $10,767-74.7% | $11,409-76.1% |