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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 | $183,516-20.9% | $155,534-6.7% | $145,884-0.5% |
| Participation rate | 95.2% | 82.7%+12.5pp | 78.2%+17.0pp | 80.3%+14.9pp |
| Annual return | 11.56% | 61.43%-49.9pp | 64.92%-53.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $2,423 | $5,315-54.4% | $4,675-48.2% | $4,662-48.0% |
| Participant deferral / active EE | $7,756 | $6,467+19.9% | $5,630+37.8% | $6,690+15.9% |
| Admin fee / account holder | $6,485 | $19,293-66.4% | $15,900-59.2% | $13,392-51.6% |