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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 | $135,627 | $175,231-22.6% | $149,696-9.4% | $139,466-2.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 15.66% | 166.77%-151.1pp | 134.46%-118.8pp | 373.66%-358.0pp |
| Employer contribution / active EE | $1,543 | $5,478-71.8% | $4,821-68.0% | $4,754-67.5% |
| Participant deferral / active EE | $15,698 | $6,521+140.7% | $5,682+176.3% | $6,712+133.9% |
| Admin fee / account holder | $2,384 | $16,155-85.2% | $13,212-82.0% | $11,409-79.1% |