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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 | $86,947 | $148,629-41.5% | $135,982-36.1% | $139,487-37.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 13.61% | 79.33%-65.7pp | 68.32%-54.7pp | 373.84%-360.2pp |
| Employer contribution / active EE | $3,543 | $5,247-32.5% | $4,859-27.1% | $4,755-25.5% |
| Participant deferral / active EE | $9,025 | $8,102+11.4% | $7,760+16.3% | $6,713+34.5% |
| Admin fee / account holder | $8,835 | $12,406-28.8% | $10,767-17.9% | $11,407-22.5% |