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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 | $91,024 | $183,516-50.4% | $155,534-41.5% | $145,884-37.6% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 15.56% | 61.43%-45.9pp | 64.92%-49.4pp | 551.85%-536.3pp |
| Employer contribution / active EE | $4,603 | $5,315-13.4% | $4,675-1.5% | $4,662-1.3% |
| Participant deferral / active EE | $4,525 | $6,467-30.0% | $5,630-19.6% | $6,690-32.4% |
| Admin fee / account holder | $1,702 | $19,293-91.2% | $15,900-89.3% | $13,392-87.3% |