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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 | $143,663 | $129,737+10.7% | $119,126+20.6% | $154,746-7.2% |
| Participation rate | 70.0% | 78.9%-8.9pp | 75.8%-5.8pp | 80.7%-10.7pp |
| Annual return | 15.05% | 379.08%-364.0pp | 282.11%-267.1pp | 172.34%-157.3pp |
| Employer contribution / active EE | $2,148 | $4,375-50.9% | $4,034-46.7% | $4,379-50.9% |
| Participant deferral / active EE | $4,833 | $5,842-17.3% | $5,318-9.1% | $6,730-28.2% |
| Admin fee / account holder | $1,523 | $11,961-87.3% | $10,693-85.8% | $14,365-89.4% |