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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 | $138,865 | $217,432-36.1% | $185,849-25.3% | $167,536-17.1% |
| Participation rate | 87.0% | 86.1%+0.9pp | 81.7%+5.2pp | 82.1%+4.8pp |
| Annual return | 14.00% | 148.42%-134.4pp | 122.10%-108.1pp | 478.82%-464.8pp |
| Employer contribution / active EE | $2,079 | $5,875-64.6% | $5,169-59.8% | $4,839-57.0% |
| Participant deferral / active EE | $7,724 | $6,357+21.5% | $5,569+38.7% | $6,342+21.8% |
| Admin fee / account holder | $4,911 | $19,818-75.2% | $16,244-69.8% | $12,315-60.1% |