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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 | $132,881 | $86,298+54.0% | $111,308+19.4% | $85,847+54.8% |
| Participation rate | 70.8% | 73.3%-2.5pp | 77.3%-6.5pp | 69.3%+1.5pp |
| Annual return | 29.86% | 19.99%+9.9pp | 54.67%-24.8pp | 318.61%-288.7pp |
| Employer contribution / active EE | $1,525 | $2,044-25.4% | $2,732-44.2% | $2,565-40.6% |
| Participant deferral / active EE | $3,669 | $3,641+0.8% | $4,487-18.2% | $3,952-7.2% |
| Admin fee / account holder | $5,119 | $8,189-37.5% | $7,965-35.7% | $6,261-18.2% |