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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 | $139,989 | $185,883-24.7% | $170,043-17.7% | $139,466+0.4% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.6pp |
| Annual return | 17.86% | 60.54%-42.7pp | 53.40%-35.5pp | 373.66%-355.8pp |
| Employer contribution / active EE | $3,763 | $7,596-50.5% | $6,790-44.6% | $4,754-20.8% |
| Participant deferral / active EE | $9,308 | $11,626-19.9% | $10,410-10.6% | $6,712+38.7% |
| Admin fee / account holder | $9,101 | $15,393-40.9% | $12,824-29.0% | $11,409-20.2% |