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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 | $166,089-22.3% | $164,928-21.8% | $145,978-11.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 16.87% | 100.26%-83.4pp | 70.08%-53.2pp | 550.52%-533.6pp |
| Employer contribution / active EE | $2,543 | $5,276-51.8% | $4,343-41.5% | $4,662-45.5% |
| Participant deferral / active EE | $7,430 | $6,961+6.7% | $6,034+23.1% | $6,690+11.1% |
| Admin fee / account holder | $3,207 | $16,641-80.7% | $12,684-74.7% | $13,400-76.1% |