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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 | $135,666 | $175,231-22.6% | $149,696-9.4% | $139,466-2.7% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 14.98% | 166.77%-151.8pp | 134.46%-119.5pp | 373.66%-358.7pp |
| Employer contribution / active EE | $1,504 | $5,478-72.5% | $4,821-68.8% | $4,754-68.4% |
| Participant deferral / active EE | $6,263 | $6,521-4.0% | $5,682+10.2% | $6,712-6.7% |
| Admin fee / account holder | $1,261 | $16,155-92.2% | $13,212-90.5% | $11,409-88.9% |