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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 | $138,178 | $211,239-34.6% | $178,528-22.6% | $145,877-5.3% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 14.96% | 30.22%-15.3pp | 27.11%-12.2pp | 551.28%-536.3pp |
| Employer contribution / active EE | $4,983 | $4,570+9.0% | $3,950+26.1% | $4,663+6.9% |
| Participant deferral / active EE | $8,360 | $6,963+20.1% | $6,278+33.2% | $6,691+24.9% |
| Admin fee / account holder | $2,150 | $12,095-82.2% | $10,419-79.4% | $13,402-84.0% |