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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 | $124,922 | $148,629-16.0% | $135,982-8.1% | $139,487-10.4% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 12.97% | 79.33%-66.4pp | 68.32%-55.3pp | 373.84%-360.9pp |
| Employer contribution / active EE | $3,279 | $5,247-37.5% | $4,859-32.5% | $4,755-31.0% |
| Participant deferral / active EE | $8,137 | $8,102+0.4% | $7,760+4.9% | $6,713+21.2% |
| Admin fee / account holder | $7,056 | $12,406-43.1% | $10,767-34.5% | $11,407-38.1% |