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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 | $117,202 | $212,386-44.8% | $199,883-41.4% | $138,895-15.6% |
| Participation rate | 88.2% | 87.4%+0.9pp | 86.8%+1.5pp | 79.9%+8.3pp |
| Annual return | 22.30% | 47.75%-25.4pp | 43.81%-21.5pp | 145.39%-123.1pp |
| Employer contribution / active EE | $2,228 | $6,625-66.4% | $6,261-64.4% | $4,194-46.9% |
| Participant deferral / active EE | $9,708 | $9,617+0.9% | $9,138+6.2% | $6,396+51.8% |
| Admin fee / account holder | $6,016 | $18,233-67.0% | $17,268-65.2% | $12,562-52.1% |