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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 | $99,146 | $129,737-23.6% | $119,126-16.8% | $154,746-35.9% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 15.31% | 379.08%-363.8pp | 282.11%-266.8pp | 172.34%-157.0pp |
| Employer contribution / active EE | $5,096 | $4,375+16.5% | $4,034+26.3% | $4,379+16.4% |
| Participant deferral / active EE | $5,313 | $5,842-9.1% | $5,318-0.1% | $6,730-21.1% |
| Admin fee / account holder | $29,952 | $11,961+150.4% | $10,693+180.1% | $14,365+108.5% |