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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 | $117,199 | $183,627-36.2% | $155,602-24.7% | $145,978-19.7% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 20.54% | 61.32%-40.8pp | 64.81%-44.3pp | 550.52%-530.0pp |
| Employer contribution / active EE | $1,593 | $5,316-70.0% | $4,675-65.9% | $4,662-65.8% |
| Participant deferral / active EE | $7,657 | $6,466+18.4% | $5,629+36.0% | $6,690+14.5% |
| Admin fee / account holder | $9,468 | $19,327-51.0% | $15,923-40.5% | $13,400-29.3% |