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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 | $132,733 | $129,737+2.3% | $119,126+11.4% | $154,746-14.2% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 15.10% | 379.08%-364.0pp | 282.11%-267.0pp | 172.34%-157.2pp |
| Employer contribution / active EE | $2,464 | $4,375-43.7% | $4,034-38.9% | $4,379-43.7% |
| Participant deferral / active EE | $7,642 | $5,842+30.8% | $5,318+43.7% | $6,730+13.5% |
| Admin fee / account holder | $2,337 | $11,961-80.5% | $10,693-78.1% | $14,365-83.7% |