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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 | $131,329 | $169,361-22.5% | $129,397+1.5% | $145,877-10.0% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 18.77% | 14395.54%-14376.8pp | 9453.98%-9435.2pp | 551.28%-532.5pp |
| Employer contribution / active EE | $3,927 | $5,542-29.1% | $4,154-5.5% | $4,663-15.8% |
| Participant deferral / active EE | $1,463 | $4,987-70.7% | $4,167-64.9% | $6,691-78.1% |
| Admin fee / account holder | $7,594 | $9,903-23.3% | $7,679-1.1% | $13,402-43.3% |