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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 | $135,445 | $197,603-31.5% | $177,827-23.8% | $158,950-14.8% |
| Participation rate | 77.8% | 88.5%-10.8pp | 87.7%-9.9pp | 82.0%-4.2pp |
| Annual return | 13.53% | 58.76%-45.2pp | 48.32%-34.8pp | 302.91%-289.4pp |
| Employer contribution / active EE | $6,766 | $6,698+1.0% | $5,918+14.3% | $4,762+42.1% |
| Participant deferral / active EE | $14,002 | $8,404+66.6% | $7,713+81.5% | $5,983+134.0% |
| Admin fee / account holder | $1,053 | $15,402-93.2% | $12,429-91.5% | $11,248-90.6% |