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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 | $138,572 | $227,399-39.1% | $189,758-27.0% | $198,609-30.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 79.8%+9.1pp | 82.4%+6.5pp |
| Annual return | 16.03% | 61.03%-45.0pp | 52.62%-36.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $2,575 | $5,526-53.4% | $4,767-46.0% | $5,055-49.1% |
| Participant deferral / active EE | $7,656 | $6,837+12.0% | $5,856+30.7% | $6,977+9.7% |
| Admin fee / account holder | $1,855 | $25,162-92.6% | $20,388-90.9% | $19,030-90.3% |