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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 | $132,749 | $148,623-10.7% | $135,974-2.4% | $139,466-4.8% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 16.12% | 79.30%-63.2pp | 68.30%-52.2pp | 373.66%-357.5pp |
| Employer contribution / active EE | $4,408 | $5,246-16.0% | $4,859-9.3% | $4,754-7.3% |
| Participant deferral / active EE | $8,370 | $8,103+3.3% | $7,760+7.9% | $6,712+24.7% |
| Admin fee / account holder | $3,233 | $12,406-73.9% | $10,767-70.0% | $11,409-71.7% |