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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 | $151,283 | $107,368+40.9% | $92,915+62.8% | $152,909-1.1% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 13.81% | 145.64%-131.8pp | 109.45%-95.6pp | 345.46%-331.7pp |
| Employer contribution / active EE | $2,563 | $4,222-39.3% | $3,653-29.9% | $4,764-46.2% |
| Participant deferral / active EE | $5,478 | $4,848+13.0% | $4,238+29.3% | $5,851-6.4% |
| Admin fee / account holder | $301 | $7,082-95.7% | $5,796-94.8% | $11,601-97.4% |