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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 | $166,777 | $129,737+28.5% | $119,126+40.0% | $154,746+7.8% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 20.77% | 379.08%-358.3pp | 282.11%-261.3pp | 172.34%-151.6pp |
| Employer contribution / active EE | $2,476 | $4,375-43.4% | $4,034-38.6% | $4,379-43.5% |
| Participant deferral / active EE | $13,863 | $5,842+137.3% | $5,318+160.7% | $6,730+106.0% |
| Admin fee / account holder | $8,061 | $11,961-32.6% | $10,693-24.6% | $14,365-43.9% |