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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 | $75,221 | $157,304-52.2% | $141,197-46.7% | $152,909-50.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 24.06% | 64.34%-40.3pp | 71.41%-47.3pp | 345.46%-321.4pp |
| Employer contribution / active EE | $4,286 | $5,263-18.6% | $4,736-9.5% | $4,764-10.0% |
| Participant deferral / active EE | $7,451 | $7,111+4.8% | $6,710+11.0% | $5,851+27.3% |
| Admin fee / account holder | $1,552 | $12,126-87.2% | $10,265-84.9% | $11,601-86.6% |