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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 | $134,327 | $166,242-19.2% | $165,071-18.6% | $145,884-7.9% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.6%+5.6pp | 80.3%+3.9pp |
| Annual return | 15.03% | 100.44%-85.4pp | 70.17%-55.1pp | 551.85%-536.8pp |
| Employer contribution / active EE | $3,639 | $5,283-31.1% | $4,347-16.3% | $4,662-22.0% |
| Participant deferral / active EE | $10,703 | $6,964+53.7% | $6,035+77.3% | $6,690+60.0% |
| Admin fee / account holder | $28,897 | $16,658+73.5% | $12,695+127.6% | $13,392+115.8% |