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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 | $129,560 | $209,874-38.3% | $189,537-31.6% | $167,536-22.7% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 11.79% | 748.61%-736.8pp | 555.34%-543.5pp | 478.82%-467.0pp |
| Employer contribution / active EE | $2,419 | $6,913-65.0% | $6,161-60.7% | $4,839-50.0% |
| Participant deferral / active EE | $4,301 | $8,934-51.9% | $8,220-47.7% | $6,342-32.2% |
| Admin fee / account holder | $15,901 | $14,299+11.2% | $12,048+32.0% | $12,315+29.1% |