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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 | $124,489 | $152,592-18.4% | $125,180-0.6% | $152,885-18.6% |
| Participation rate | 82.4% | 83.3%-1.0pp | 79.8%+2.6pp | 82.5%-0.1pp |
| Annual return | 21.94% | 54.84%-32.9pp | 43.79%-21.9pp | 345.39%-323.5pp |
| Employer contribution / active EE | $7,298 | $4,947+47.5% | $3,866+88.8% | $4,763+53.2% |
| Participant deferral / active EE | $12,985 | $5,868+121.3% | $4,937+163.0% | $5,851+121.9% |
| Admin fee / account holder | $845 | $13,435-93.7% | $9,703-91.3% | $11,598-92.7% |