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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 | $125,843 | $105,145+19.7% | $94,664+32.9% | $139,466-9.8% |
| Participation rate | 90.9% | 82.4%+8.5pp | 80.8%+10.1pp | 80.3%+10.6pp |
| Annual return | 14.94% | 38.09%-23.2pp | 156.84%-141.9pp | 373.66%-358.7pp |
| Employer contribution / active EE | $3,671 | $4,107-10.6% | $3,6730% | $4,754-22.8% |
| Participant deferral / active EE | $6,362 | $7,599-16.3% | $7,417-14.2% | $6,712-5.2% |
| Admin fee / account holder | $552 | $8,972-93.8% | $7,222-92.4% | $11,409-95.2% |