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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 | $141,258 | $144,130-2.0% | $117,861+19.9% | $147,586-4.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 17.37% | 531.20%-513.8pp | 335.11%-317.7pp | 578.59%-561.2pp |
| Employer contribution / active EE | $1,036 | $4,897-78.9% | $3,786-72.6% | $4,876-78.8% |
| Participant deferral / active EE | $4,200 | $5,316-21.0% | $4,482-6.3% | $5,439-22.8% |
| Admin fee / account holder | $8,490 | $10,887-22.0% | $8,021+5.8% | $10,886-22.0% |