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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 | $129,989 | $157,304-17.4% | $141,197-7.9% | $152,909-15.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 19.90% | 64.34%-44.4pp | 71.41%-51.5pp | 345.46%-325.6pp |
| Employer contribution / active EE | $1,547 | $5,263-70.6% | $4,736-67.3% | $4,764-67.5% |
| Participant deferral / active EE | $8,345 | $7,111+17.3% | $6,710+24.4% | $5,851+42.6% |
| Admin fee / account holder | $40,644 | $12,126+235.2% | $10,265+296.0% | $11,601+250.4% |