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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 | $134,582 | $152,612-11.8% | $125,192+7.5% | $152,897-12.0% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 23.43% | 54.85%-31.4pp | 43.79%-20.4pp | 345.43%-322.0pp |
| Employer contribution / active EE | $6,136 | $4,947+24.0% | $3,866+58.7% | $4,764+28.8% |
| Participant deferral / active EE | $9,016 | $5,868+53.6% | $4,937+82.6% | $5,851+54.1% |
| Admin fee / account holder | $1,537 | $13,437-88.6% | $9,704-84.2% | $11,599-86.7% |