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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 | $134,848 | $171,492-21.4% | $150,734-10.5% | $198,609-32.1% |
| Participation rate | 84.2% | 81.4%+2.8pp | 78.4%+5.8pp | 82.4%+1.8pp |
| Annual return | 14.50% | 804.70%-790.2pp | 600.81%-586.3pp | 202.70%-188.2pp |
| Employer contribution / active EE | $2,496 | $5,470-54.4% | $4,918-49.3% | $5,055-50.6% |
| Participant deferral / active EE | $5,592 | $6,259-10.7% | $5,610-0.3% | $6,977-19.9% |
| Admin fee / account holder | $24,421 | $17,628+38.5% | $14,905+63.8% | $19,030+28.3% |