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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 | $120,187 | $148,629-19.1% | $135,982-11.6% | $139,487-13.8% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 14.38% | 79.33%-64.9pp | 68.32%-53.9pp | 373.84%-359.5pp |
| Employer contribution / active EE | $4,211 | $5,247-19.7% | $4,859-13.3% | $4,755-11.4% |
| Participant deferral / active EE | $3,801 | $8,102-53.1% | $7,760-51.0% | $6,713-43.4% |
| Admin fee / account holder | $13,962 | $12,406+12.5% | $10,767+29.7% | $11,407+22.4% |