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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 | $128,186 | $172,111-25.5% | $150,298-14.7% | $137,256-6.6% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 16.29% | 69.37%-53.1pp | 62.79%-46.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $7,148 | $4,636+54.2% | $4,154+72.1% | $4,156+72.0% |
| Participant deferral / active EE | $5,314 | $6,166-13.8% | $5,453-2.5% | $6,407-17.1% |
| Admin fee / account holder | $3,463 | $16,471-79.0% | $14,116-75.5% | $12,270-71.8% |