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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 | $127,906 | $172,111-25.7% | $150,298-14.9% | $137,256-6.8% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 21.09% | 69.37%-48.3pp | 62.79%-41.7pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,113 | $4,636-54.4% | $4,154-49.1% | $4,156-49.2% |
| Participant deferral / active EE | $12,330 | $6,166+100.0% | $5,453+126.1% | $6,407+92.5% |
| Admin fee / account holder | $2,830 | $16,471-82.8% | $14,116-80.0% | $12,270-76.9% |