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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 | $127,391 | $157,304-19.0% | $141,197-9.8% | $152,909-16.7% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.5%+12.5pp |
| Annual return | 24.49% | 64.34%-39.9pp | 71.41%-46.9pp | 345.46%-321.0pp |
| Employer contribution / active EE | $4,460 | $5,263-15.2% | $4,736-5.8% | $4,764-6.4% |
| Participant deferral / active EE | $2,688 | $7,111-62.2% | $6,710-59.9% | $5,851-54.1% |
| Admin fee / account holder | $11,999 | $12,126-1.0% | $10,265+16.9% | $11,601+3.4% |