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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 | $132,435 | $150,346-11.9% | $120,524+9.9% | $145,877-9.2% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 10.08% | 154.40%-144.3pp | 107.36%-97.3pp | 551.28%-541.2pp |
| Employer contribution / active EE | $6,604 | $4,353+51.7% | $3,469+90.4% | $4,663+41.6% |
| Participant deferral / active EE | $7,061 | $6,172+14.4% | $4,994+41.4% | $6,691+5.5% |
| Admin fee / account holder | $583 | $12,215-95.2% | $9,440-93.8% | $13,402-95.6% |