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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 | $128,959 | $217,432-40.7% | $185,849-30.6% | $167,536-23.0% |
| Participation rate | 84.6% | 86.1%-1.4pp | 81.7%+2.9pp | 82.1%+2.5pp |
| Annual return | 12.42% | 148.42%-136.0pp | 122.10%-109.7pp | 478.82%-466.4pp |
| Employer contribution / active EE | $7,480 | $5,875+27.3% | $5,169+44.7% | $4,839+54.6% |
| Participant deferral / active EE | $7,846 | $6,357+23.4% | $5,569+40.9% | $6,342+23.7% |
| Admin fee / account holder | $6,337 | $19,818-68.0% | $16,244-61.0% | $12,315-48.5% |