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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 | $129,940 | $157,304-17.4% | $141,197-8.0% | $152,909-15.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 27.90% | 64.34%-36.4pp | 71.41%-43.5pp | 345.46%-317.6pp |
| Employer contribution / active EE | $15,187 | $5,263+188.6% | $4,736+220.7% | $4,764+218.8% |
| Participant deferral / active EE | $8,019 | $7,111+12.8% | $6,710+19.5% | $5,851+37.0% |
| Admin fee / account holder | $1,637 | $12,126-86.5% | $10,265-84.1% | $11,601-85.9% |