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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 | $134,956 | $112,131+20.4% | $95,964+40.6% | $158,982-15.1% |
| Participation rate | 70.0% | 79.0%-9.0pp | 77.1%-7.1pp | 82.0%-12.0pp |
| Annual return | 16.97% | 171.19%-154.2pp | 91.64%-74.7pp | 302.99%-286.0pp |
| Employer contribution / active EE | $3,022 | $3,199-5.5% | $2,541+18.9% | $4,763-36.5% |
| Participant deferral / active EE | $5,258 | $4,784+9.9% | $4,167+26.2% | $5,983-12.1% |
| Admin fee / account holder | $1,433 | $10,136-85.9% | $6,797-78.9% | $11,252-87.3% |