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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 | $126,040 | $171,492-26.5% | $150,734-16.4% | $198,609-36.5% |
| Participation rate | 82.6% | 81.4%+1.2pp | 78.4%+4.2pp | 82.4%+0.2pp |
| Annual return | 15.68% | 804.70%-789.0pp | 600.81%-585.1pp | 202.70%-187.0pp |
| Employer contribution / active EE | $4,790 | $5,470-12.4% | $4,918-2.6% | $5,055-5.3% |
| Participant deferral / active EE | $5,303 | $6,259-15.3% | $5,610-5.5% | $6,977-24.0% |
| Admin fee / account holder | $14,785 | $17,628-16.1% | $14,905-0.8% | $19,030-22.3% |