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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 | $130,915 | $176,077-25.6% | $159,455-17.9% | $167,518-21.9% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 18.07% | 331.83%-313.8pp | 263.63%-245.6pp | 478.71%-460.6pp |
| Employer contribution / active EE | $2,418 | $5,298-54.4% | $4,830-50.0% | $4,838-50.0% |
| Participant deferral / active EE | $7,379 | $7,751-4.8% | $7,353+0.4% | $6,342+16.4% |
| Admin fee / account holder | $1,527 | $12,556-87.8% | $10,800-85.9% | $12,312-87.6% |