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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 | $120,953 | $134,817-10.3% | $123,973-2.4% | $155,188-22.1% |
| Participation rate | 79.2% | 79.4%-0.2pp | 76.7%+2.5pp | 80.8%-1.6pp |
| Annual return | 9.88% | 515.49%-505.6pp | 388.13%-378.3pp | 148.84%-139.0pp |
| Employer contribution / active EE | $1,847 | $4,425-58.3% | $4,126-55.2% | $4,248-56.5% |
| Participant deferral / active EE | $4,126 | $5,706-27.7% | $5,247-21.4% | $6,531-36.8% |
| Admin fee / account holder | $3,387 | $13,245-74.4% | $11,799-71.3% | $14,480-76.6% |