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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 | $104,285 | $175,231-40.5% | $149,696-30.3% | $139,466-25.2% |
| Participation rate | 78.6% | 83.4%-4.8pp | 78.8%-0.2pp | 80.3%-1.8pp |
| Annual return | 15.97% | 166.77%-150.8pp | 134.46%-118.5pp | 373.66%-357.7pp |
| Employer contribution / active EE | $6,254 | $5,478+14.2% | $4,821+29.7% | $4,754+31.6% |
| Participant deferral / active EE | $12,454 | $6,521+91.0% | $5,682+119.2% | $6,712+85.6% |
| Admin fee / account holder | $1,902 | $16,155-88.2% | $13,212-85.6% | $11,409-83.3% |