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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 | $123,189 | $166,089-25.8% | $164,928-25.3% | $145,978-15.6% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 11.65% | 100.26%-88.6pp | 70.08%-58.4pp | 550.52%-538.9pp |
| Employer contribution / active EE | $4,574 | $5,276-13.3% | $4,343+5.3% | $4,662-1.9% |
| Participant deferral / active EE | $11,652 | $6,961+67.4% | $6,034+93.1% | $6,690+74.2% |
| Admin fee / account holder | $7,851 | $16,641-52.8% | $12,684-38.1% | $13,400-41.4% |