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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 | $128,614 | $118,877+8.2% | $96,570+33.2% | $167,536-23.2% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 12.46% | 50.50%-38.0pp | 37.79%-25.3pp | 478.82%-466.4pp |
| Employer contribution / active EE | $1,545 | $3,121-50.5% | $2,357-34.4% | $4,839-68.1% |
| Participant deferral / active EE | $4,556 | $4,617-1.3% | $3,849+18.4% | $6,342-28.2% |
| Admin fee / account holder | $1,303 | $8,069-83.9% | $6,182-78.9% | $12,315-89.4% |