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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 | $127,461 | $154,228-17.4% | $145,433-12.4% | $137,256-7.1% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 16.64% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $11,815 | $4,804+145.9% | $4,554+159.4% | $4,156+184.3% |
| Participant deferral / active EE | $6,083 | $8,216-26.0% | $7,897-23.0% | $6,407-5.1% |
| Admin fee / account holder | $3,845 | $14,344-73.2% | $13,129-70.7% | $12,270-68.7% |