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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 | $124,988 | $118,869+5.1% | $96,575+29.4% | $167,518-25.4% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.8%+0.2pp | 82.1%-12.1pp |
| Annual return | 19.69% | 50.49%-30.8pp | 37.79%-18.1pp | 478.71%-459.0pp |
| Employer contribution / active EE | $2,665 | $3,120-14.6% | $2,357+13.1% | $4,838-44.9% |
| Participant deferral / active EE | $8,875 | $4,616+92.3% | $3,849+130.6% | $6,342+39.9% |
| Admin fee / account holder | $1,170 | $8,067-85.5% | $6,182-81.1% | $12,312-90.5% |