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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 | $134,896 | $227,399-40.7% | $189,758-28.9% | $198,609-32.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 19.69% | 61.03%-41.3pp | 52.62%-32.9pp | 202.70%-183.0pp |
| Employer contribution / active EE | $5,925 | $5,526+7.2% | $4,767+24.3% | $5,055+17.2% |
| Participant deferral / active EE | $13,035 | $6,837+90.7% | $5,856+122.6% | $6,977+86.8% |
| Admin fee / account holder | $4,210 | $25,162-83.3% | $20,388-79.3% | $19,030-77.9% |