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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 | $157,276-52.2% | $141,177-46.7% | $152,885-50.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 24.06% | 64.33%-40.3pp | 71.40%-47.3pp | 345.39%-321.3pp |
| Employer contribution / active EE | $4,286 | $5,262-18.5% | $4,736-9.5% | $4,763-10.0% |
| Participant deferral / active EE | $7,451 | $7,110+4.8% | $6,710+11.1% | $5,851+27.4% |
| Admin fee / account holder | $1,552 | $12,123-87.2% | $10,263-84.9% | $11,598-86.6% |