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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 | $129,586 | $129,737-0.1% | $119,126+8.8% | $154,746-16.3% |
| Participation rate | 93.3% | 78.9%+14.5pp | 75.8%+17.6pp | 80.7%+12.6pp |
| Annual return | 17.56% | 379.08%-361.5pp | 282.11%-264.5pp | 172.34%-154.8pp |
| Employer contribution / active EE | $5,479 | $4,375+25.2% | $4,034+35.8% | $4,379+25.1% |
| Participant deferral / active EE | $11,234 | $5,842+92.3% | $5,318+111.3% | $6,730+66.9% |
| Admin fee / account holder | $3,127 | $11,961-73.9% | $10,693-70.8% | $14,365-78.2% |