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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 | $141,054 | $175,212-19.5% | $149,682-5.8% | $139,427+1.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 24.25% | 166.63%-142.4pp | 134.35%-110.1pp | 373.27%-349.0pp |
| Employer contribution / active EE | $5,496 | $5,475+0.4% | $4,818+14.1% | $4,752+15.7% |
| Participant deferral / active EE | $4,500 | $6,520-31.0% | $5,681-20.8% | $6,711-32.9% |
| Admin fee / account holder | $1,463 | $16,150-90.9% | $13,210-88.9% | $11,404-87.2% |