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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 | $139,037 | $107,363+29.5% | $92,909+49.6% | $152,897-9.1% |
| Participation rate | 78.6% | 79.8%-1.2pp | 76.0%+2.6pp | 82.5%-3.9pp |
| Annual return | 24.61% | 145.63%-121.0pp | 109.44%-84.8pp | 345.43%-320.8pp |
| Employer contribution / active EE | $2,924 | $4,222-30.8% | $3,653-20.0% | $4,764-38.6% |
| Participant deferral / active EE | $7,864 | $4,848+62.2% | $4,238+85.6% | $5,851+34.4% |
| Admin fee / account holder | $5,191 | $7,082-26.7% | $5,795-10.4% | $11,599-55.3% |