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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 | $107,763 | $148,623-27.5% | $135,974-20.7% | $139,466-22.7% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 17.39% | 79.30%-61.9pp | 68.30%-50.9pp | 373.66%-356.3pp |
| Employer contribution / active EE | $2,390 | $5,246-54.4% | $4,859-50.8% | $4,754-49.7% |
| Participant deferral / active EE | $7,821 | $8,103-3.5% | $7,760+0.8% | $6,712+16.5% |
| Admin fee / account holder | $2,629 | $12,406-78.8% | $10,767-75.6% | $11,409-77.0% |