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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 | $123,129 | $148,629-17.2% | $135,982-9.5% | $139,487-11.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 12.45% | 79.33%-66.9pp | 68.32%-55.9pp | 373.84%-361.4pp |
| Employer contribution / active EE | $2,759 | $5,247-47.4% | $4,859-43.2% | $4,755-42.0% |
| Participant deferral / active EE | $3,291 | $8,102-59.4% | $7,760-57.6% | $6,713-51.0% |
| Admin fee / account holder | $43,132 | $12,406+247.7% | $10,767+300.6% | $11,407+278.1% |