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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 | $131,679 | $223,823-41.2% | $211,142-37.6% | $154,746-14.9% |
| Participation rate | 82.6% | 87.9%-5.2pp | 87.3%-4.7pp | 80.7%+1.9pp |
| Annual return | 14.47% | 50.39%-35.9pp | 46.84%-32.4pp | 172.34%-157.9pp |
| Employer contribution / active EE | $2,924 | $6,787-56.9% | $6,442-54.6% | $4,379-33.2% |
| Participant deferral / active EE | $6,977 | $9,750-28.4% | $9,284-24.9% | $6,730+3.7% |
| Admin fee / account holder | $13,564 | $19,707-31.2% | $19,076-28.9% | $14,365-5.6% |