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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 | $127,026 | $134,817-5.8% | $123,973+2.5% | $155,188-18.1% |
| Participation rate | 88.9% | 79.4%+9.5pp | 76.7%+12.2pp | 80.8%+8.1pp |
| Annual return | 15.72% | 515.49%-499.8pp | 388.13%-372.4pp | 148.84%-133.1pp |
| Employer contribution / active EE | $4,374 | $4,425-1.2% | $4,126+6.0% | $4,248+3.0% |
| Participant deferral / active EE | $6,951 | $5,706+21.8% | $5,247+32.5% | $6,531+6.4% |
| Admin fee / account holder | $9,933 | $13,245-25.0% | $11,799-15.8% | $14,480-31.4% |