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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 | $137,037 | $112,121+22.2% | $95,960+42.8% | $158,966-13.8% |
| Participation rate | 78.6% | 79.0%-0.4pp | 77.1%+1.5pp | 82.0%-3.4pp |
| Annual return | 17.74% | 171.16%-153.4pp | 91.63%-73.9pp | 302.95%-285.2pp |
| Employer contribution / active EE | $2,285 | $3,199-28.6% | $2,541-10.1% | $4,762-52.0% |
| Participant deferral / active EE | $6,476 | $4,784+35.4% | $4,167+55.4% | $5,983+8.2% |
| Admin fee / account holder | $1,275 | $10,135-87.4% | $6,797-81.2% | $11,250-88.7% |