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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 | $139,931 | $148,623-5.8% | $135,974+2.9% | $139,466+0.3% |
| Participation rate | 76.5% | 83.9%-7.4pp | 81.9%-5.4pp | 80.3%-3.9pp |
| Annual return | 15.31% | 79.30%-64.0pp | 68.30%-53.0pp | 373.66%-358.4pp |
| Employer contribution / active EE | $2,032 | $5,246-61.3% | $4,859-58.2% | $4,754-57.3% |
| Participant deferral / active EE | $7,272 | $8,103-10.2% | $7,760-6.3% | $6,712+8.4% |
| Admin fee / account holder | $11,545 | $12,406-6.9% | $10,767+7.2% | $11,409+1.2% |