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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 | $127,325 | $211,239-39.7% | $178,528-28.7% | $145,877-12.7% |
| Participation rate | 81.8% | 80.8%+1.0pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 16.72% | 30.22%-13.5pp | 27.11%-10.4pp | 551.28%-534.6pp |
| Employer contribution / active EE | $4,590 | $4,570+0.4% | $3,950+16.2% | $4,663-1.6% |
| Participant deferral / active EE | $11,409 | $6,963+63.9% | $6,278+81.7% | $6,691+70.5% |
| Admin fee / account holder | $2,325 | $12,095-80.8% | $10,419-77.7% | $13,402-82.7% |