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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 | $137,765 | $124,175+10.9% | $108,405+27.1% | $167,536-17.8% |
| Participation rate | 77.8% | 82.3%-4.5pp | 80.1%-2.4pp | 82.1%-4.3pp |
| Annual return | 11.24% | 1380.13%-1368.9pp | 905.55%-894.3pp | 478.82%-467.6pp |
| Employer contribution / active EE | $2,556 | $4,188-39.0% | $3,559-28.2% | $4,839-47.2% |
| Participant deferral / active EE | $5,665 | $6,908-18.0% | $6,563-13.7% | $6,342-10.7% |
| Admin fee / account holder | $3,037 | $9,457-67.9% | $7,297-58.4% | $12,315-75.3% |