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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 | $128,969 | $166,268-22.4% | $165,100-21.9% | $145,897-11.6% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 16.87% | 100.52%-83.7pp | 70.21%-53.3pp | 552.29%-535.4pp |
| Employer contribution / active EE | $2,543 | $5,284-51.9% | $4,348-41.5% | $4,663-45.5% |
| Participant deferral / active EE | $7,430 | $6,964+6.7% | $6,035+23.1% | $6,689+11.1% |
| Admin fee / account holder | $3,207 | $16,659-80.8% | $12,696-74.7% | $13,390-76.1% |