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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 | $138,922 | $197,625-29.7% | $177,840-21.9% | $158,966-12.6% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.7%-3.1pp | 82.0%+2.7pp |
| Annual return | 19.02% | 58.76%-39.7pp | 48.32%-29.3pp | 302.95%-283.9pp |
| Employer contribution / active EE | $23,885 | $6,698+256.6% | $5,919+303.6% | $4,762+401.5% |
| Participant deferral / active EE | $5,327 | $8,405-36.6% | $7,714-30.9% | $5,983-11.0% |
| Admin fee / account holder | $8,942 | $15,405-42.0% | $12,431-28.1% | $11,250-20.5% |