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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 | $125,574 | $134,817-6.9% | $123,973+1.3% | $155,188-19.1% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.7%+6.7pp | 80.8%+2.5pp |
| Annual return | 15.04% | 515.49%-500.5pp | 388.13%-373.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $2,987 | $4,425-32.5% | $4,126-27.6% | $4,248-29.7% |
| Participant deferral / active EE | $7,002 | $5,706+22.7% | $5,247+33.4% | $6,531+7.2% |
| Admin fee / account holder | $29,865 | $13,245+125.5% | $11,799+153.1% | $14,480+106.3% |