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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 | $131,528 | $150,207-12.4% | $120,380+9.3% | $145,978-9.9% |
| Participation rate | 71.4% | 78.8%-7.3pp | 71.9%-0.5pp | 80.3%-8.9pp |
| Annual return | 12.41% | 154.28%-141.9pp | 107.28%-94.9pp | 550.52%-538.1pp |
| Employer contribution / active EE | $2,499 | $4,351-42.6% | $3,465-27.9% | $4,662-46.4% |
| Participant deferral / active EE | $9,773 | $6,175+58.3% | $4,992+95.8% | $6,690+46.1% |
| Admin fee / account holder | $1,208 | $12,203-90.1% | $9,421-87.2% | $13,400-91.0% |