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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 | $118,020 | $112,112+5.3% | $95,956+23.0% | $158,950-25.8% |
| Participation rate | 76.5% | 79.0%-2.5pp | 77.1%-0.6pp | 82.0%-5.5pp |
| Annual return | 20.95% | 171.15%-150.2pp | 91.63%-70.7pp | 302.91%-282.0pp |
| Employer contribution / active EE | $724 | $3,199-77.4% | $2,541-71.5% | $4,762-84.8% |
| Participant deferral / active EE | $5,459 | $4,784+14.1% | $4,167+31.0% | $5,983-8.7% |
| Admin fee / account holder | $762 | $10,134-92.5% | $6,797-88.8% | $11,248-93.2% |