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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 | $126,485 | $172,111-26.5% | $150,298-15.8% | $137,256-7.8% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 32.42% | 69.37%-37.0pp | 62.79%-30.4pp | 220.34%-187.9pp |
| Employer contribution / active EE | $7,509 | $4,636+62.0% | $4,154+80.8% | $4,156+80.7% |
| Participant deferral / active EE | $4,501 | $6,166-27.0% | $5,453-17.5% | $6,407-29.8% |
| Admin fee / account holder | $356 | $16,471-97.8% | $14,116-97.5% | $12,270-97.1% |