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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 | $123,580 | $154,228-19.9% | $145,433-15.0% | $137,256-10.0% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 20.04% | 74.59%-54.6pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $5,088 | $4,804+5.9% | $4,554+11.7% | $4,156+22.4% |
| Participant deferral / active EE | $6,536 | $8,216-20.5% | $7,897-17.2% | $6,407+2.0% |
| Admin fee / account holder | $1,048 | $14,344-92.7% | $13,129-92.0% | $12,270-91.5% |