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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 | $127,159 | $162,136-21.6% | $152,301-16.5% | $154,746-17.8% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 17.40% | 91.02%-73.6pp | 80.50%-63.1pp | 172.34%-154.9pp |
| Employer contribution / active EE | $3,862 | $4,890-21.0% | $4,624-16.5% | $4,379-11.8% |
| Participant deferral / active EE | $5,913 | $8,341-29.1% | $8,004-26.1% | $6,730-12.1% |
| Admin fee / account holder | $6,287 | $15,759-60.1% | $14,398-56.3% | $14,365-56.2% |