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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 | $131,136 | $112,121+17.0% | $95,960+36.7% | $158,966-17.5% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 13.98% | 171.16%-157.2pp | 91.63%-77.7pp | 302.95%-289.0pp |
| Employer contribution / active EE | $1,228 | $3,199-61.6% | $2,541-51.7% | $4,762-74.2% |
| Participant deferral / active EE | $3,045 | $4,784-36.4% | $4,167-26.9% | $5,983-49.1% |
| Admin fee / account holder | $10,227 | $10,135+0.9% | $6,797+50.5% | $11,250-9.1% |