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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 | $134,817-26.5% | $123,973-20.0% | $155,188-36.1% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.7%+6.7pp | 80.8%+2.5pp |
| Annual return | 15.31% | 515.49%-500.2pp | 388.13%-372.8pp | 148.84%-133.5pp |
| Employer contribution / active EE | $5,096 | $4,425+15.2% | $4,126+23.5% | $4,248+20.0% |
| Participant deferral / active EE | $5,313 | $5,706-6.9% | $5,247+1.3% | $6,531-18.7% |
| Admin fee / account holder | $29,952 | $13,245+126.1% | $11,799+153.9% | $14,480+106.9% |