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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 | $124,514 | $108,882+14.4% | $96,754+28.7% | $154,746-19.5% |
| Participation rate | 73.3% | 75.1%-1.7pp | 70.3%+3.1pp | 80.7%-7.4pp |
| Annual return | 40.95% | 98.39%-57.4pp | 82.04%-41.1pp | 172.34%-131.4pp |
| Employer contribution / active EE | $1,337 | $3,018-55.7% | $2,679-50.1% | $4,379-69.5% |
| Participant deferral / active EE | $2,277 | $5,323-57.2% | $4,758-52.2% | $6,730-66.2% |
| Admin fee / account holder | $1,055 | $10,200-89.7% | $8,905-88.2% | $14,365-92.7% |