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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 | $127,216 | $129,737-1.9% | $119,126+6.8% | $154,746-17.8% |
| Participation rate | 88.9% | 78.9%+10.0pp | 75.8%+13.1pp | 80.7%+8.2pp |
| Annual return | 16.70% | 379.08%-362.4pp | 282.11%-265.4pp | 172.34%-155.6pp |
| Employer contribution / active EE | $2,265 | $4,375-48.2% | $4,034-43.8% | $4,379-48.3% |
| Participant deferral / active EE | $5,224 | $5,842-10.6% | $5,318-1.8% | $6,730-22.4% |
| Admin fee / account holder | $1,541 | $11,961-87.1% | $10,693-85.6% | $14,365-89.3% |