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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 | $123,190 | $183,592-32.9% | $155,574-20.8% | $145,877-15.6% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 16.06% | 61.37%-45.3pp | 64.87%-48.8pp | 551.28%-535.2pp |
| Employer contribution / active EE | $3,254 | $5,317-38.8% | $4,676-30.4% | $4,663-30.2% |
| Participant deferral / active EE | $9,149 | $6,466+41.5% | $5,629+62.5% | $6,691+36.7% |
| Admin fee / account holder | $1,895 | $19,316-90.2% | $15,914-88.1% | $13,402-85.9% |