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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 | $128,738 | $162,136-20.6% | $152,301-15.5% | $154,746-16.8% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 30.47% | 91.02%-60.5pp | 80.50%-50.0pp | 172.34%-141.9pp |
| Employer contribution / active EE | $25,479 | $4,890+421.0% | $4,624+451.0% | $4,379+481.8% |
| Participant deferral / active EE | $17,929 | $8,341+114.9% | $8,004+124.0% | $6,730+166.4% |
| Admin fee / account holder | $1,393 | $15,759-91.2% | $14,398-90.3% | $14,365-90.3% |