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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 | $100,683 | $157,296-36.0% | $141,191-28.7% | $152,897-34.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 21.32% | 64.34%-43.0pp | 71.41%-50.1pp | 345.43%-324.1pp |
| Employer contribution / active EE | $984 | $5,262-81.3% | $4,736-79.2% | $4,764-79.3% |
| Participant deferral / active EE | $7,534 | $7,111+6.0% | $6,710+12.3% | $5,851+28.8% |
| Admin fee / account holder | $16,614 | $12,125+37.0% | $10,264+61.9% | $11,599+43.2% |