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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 | $145,183 | $183,592-20.9% | $155,574-6.7% | $145,877-0.5% |
| Participation rate | 95.2% | 82.7%+12.5pp | 78.2%+17.0pp | 80.3%+14.9pp |
| Annual return | 11.56% | 61.37%-49.8pp | 64.87%-53.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,423 | $5,317-54.4% | $4,676-48.2% | $4,663-48.0% |
| Participant deferral / active EE | $7,756 | $6,466+20.0% | $5,629+37.8% | $6,691+15.9% |
| Admin fee / account holder | $6,485 | $19,316-66.4% | $15,914-59.3% | $13,402-51.6% |