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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 | $137,407 | $168,635-18.5% | $147,617-6.9% | $125,389+9.6% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | 0.65% | 77.65%-77.0pp | 61.98%-61.3pp | 282.24%-281.6pp |
| Employer contribution / active EE | $2,474 | $6,252-60.4% | $5,564-55.5% | $4,866-49.2% |
| Participant deferral / active EE | $7,482 | $5,507+35.9% | $4,895+52.8% | $5,352+39.8% |
| Admin fee / account holder | $10,775 | $13,580-20.7% | $11,612-7.2% | $9,541+12.9% |