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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 | $129,906 | $129,737+0.1% | $119,126+9.0% | $154,746-16.1% |
| Participation rate | 81.3% | 78.9%+2.4pp | 75.8%+5.5pp | 80.7%+0.5pp |
| Annual return | 16.72% | 379.08%-362.4pp | 282.11%-265.4pp | 172.34%-155.6pp |
| Employer contribution / active EE | $5,650 | $4,375+29.2% | $4,034+40.1% | $4,379+29.0% |
| Participant deferral / active EE | $8,930 | $5,842+52.9% | $5,318+67.9% | $6,730+32.7% |
| Admin fee / account holder | $9,568 | $11,961-20.0% | $10,693-10.5% | $14,365-33.4% |