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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 | $116,498 | $148,623-21.6% | $135,974-14.3% | $139,466-16.5% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 13.32% | 79.30%-66.0pp | 68.30%-55.0pp | 373.66%-360.3pp |
| Employer contribution / active EE | $2,401 | $5,246-54.2% | $4,859-50.6% | $4,754-49.5% |
| Participant deferral / active EE | $4,181 | $8,103-48.4% | $7,760-46.1% | $6,712-37.7% |
| Admin fee / account holder | $16,284 | $12,406+31.3% | $10,767+51.2% | $11,409+42.7% |