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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 | $131,684 | $217,432-39.4% | $185,849-29.1% | $167,536-21.4% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 15.23% | 148.42%-133.2pp | 122.10%-106.9pp | 478.82%-463.6pp |
| Employer contribution / active EE | $5,460 | $5,875-7.1% | $5,169+5.6% | $4,839+12.8% |
| Participant deferral / active EE | $9,595 | $6,357+50.9% | $5,569+72.3% | $6,342+51.3% |
| Admin fee / account holder | $6,431 | $19,818-67.6% | $16,244-60.4% | $12,315-47.8% |