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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 | $183,539-20.9% | $155,556-6.7% | $145,897-0.5% |
| Participation rate | 95.2% | 82.7%+12.5pp | 78.2%+17.0pp | 80.3%+14.9pp |
| Annual return | 11.56% | 61.31%-49.7pp | 64.84%-53.3pp | 552.29%-540.7pp |
| Employer contribution / active EE | $2,423 | $5,315-54.4% | $4,675-48.2% | $4,663-48.0% |
| Participant deferral / active EE | $7,756 | $6,467+19.9% | $5,631+37.7% | $6,689+16.0% |
| Admin fee / account holder | $6,485 | $19,275-66.4% | $15,885-59.2% | $13,390-51.6% |