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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 | $129,438 | $107,363+20.6% | $92,909+39.3% | $152,897-15.3% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 22.26% | 145.63%-123.4pp | 109.44%-87.2pp | 345.43%-323.2pp |
| Employer contribution / active EE | $3,134 | $4,222-25.8% | $3,653-14.2% | $4,764-34.2% |
| Participant deferral / active EE | $6,313 | $4,848+30.2% | $4,238+49.0% | $5,851+7.9% |
| Admin fee / account holder | $1,762 | $7,082-75.1% | $5,795-69.6% | $11,599-84.8% |