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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 | $209,336-37.1% | $197,124-33.2% | $137,256-4.1% |
| Participation rate | 82.6% | 87.3%-4.7pp | 86.7%-4.1pp | 80.0%+2.6pp |
| Annual return | 14.47% | 48.09%-33.6pp | 44.34%-29.9pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,924 | $6,591-55.6% | $6,227-53.0% | $4,156-29.6% |
| Participant deferral / active EE | $6,977 | $9,614-27.4% | $9,135-23.6% | $6,407+8.9% |
| Admin fee / account holder | $13,564 | $17,308-21.6% | $16,298-16.8% | $12,270+10.5% |