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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 | $129,737-2.8% | $119,126+5.8% | $154,746-18.6% |
| Participation rate | 82.6% | 78.9%+3.8pp | 75.8%+6.8pp | 80.7%+1.9pp |
| Annual return | 15.68% | 379.08%-363.4pp | 282.11%-266.4pp | 172.34%-156.7pp |
| Employer contribution / active EE | $4,790 | $4,375+9.5% | $4,034+18.8% | $4,379+9.4% |
| Participant deferral / active EE | $5,303 | $5,842-9.2% | $5,318-0.3% | $6,730-21.2% |
| Admin fee / account holder | $14,785 | $11,961+23.6% | $10,693+38.3% | $14,365+2.9% |