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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 | $149,750 | $175,257-14.6% | $149,7170% | $139,456+7.4% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 16.45% | 166.70%-150.3pp | 134.41%-118.0pp | 373.45%-357.0pp |
| Employer contribution / active EE | $2,660 | $5,477-51.4% | $4,820-44.8% | $4,753-44.0% |
| Participant deferral / active EE | $8,713 | $6,521+33.6% | $5,682+53.3% | $6,711+29.8% |
| Admin fee / account holder | $1,060 | $16,156-93.4% | $13,213-92.0% | $11,407-90.7% |