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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 | $120,522 | $172,111-30.0% | $150,298-19.8% | $137,256-12.2% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 18.91% | 69.37%-50.5pp | 62.79%-43.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $3,168 | $4,636-31.7% | $4,154-23.7% | $4,156-23.8% |
| Participant deferral / active EE | $9,142 | $6,166+48.3% | $5,453+67.7% | $6,407+42.7% |
| Admin fee / account holder | $7,771 | $16,471-52.8% | $14,116-44.9% | $12,270-36.7% |