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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 | $146,045 | $175,257-16.7% | $149,717-2.5% | $139,456+4.7% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 16.75% | 166.70%-150.0pp | 134.41%-117.7pp | 373.45%-356.7pp |
| Employer contribution / active EE | $3,497 | $5,477-36.2% | $4,820-27.4% | $4,753-26.4% |
| Participant deferral / active EE | $7,726 | $6,521+18.5% | $5,682+36.0% | $6,711+15.1% |
| Admin fee / account holder | $1,308 | $16,156-91.9% | $13,213-90.1% | $11,407-88.5% |