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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 | $150,382 | $166,020-9.4% | $164,866-8.8% | $145,959+3.0% |
| Participation rate | 95.5% | 82.0%+13.5pp | 78.6%+16.8pp | 80.3%+15.2pp |
| Annual return | 19.63% | 100.08%-80.4pp | 69.97%-50.3pp | 561.95%-542.3pp |
| Employer contribution / active EE | $7,771 | $5,275+47.3% | $4,343+78.9% | $4,661+66.7% |
| Participant deferral / active EE | $6,545 | $6,961-6.0% | $6,033+8.5% | $6,689-2.1% |
| Admin fee / account holder | $9,890 | $16,644-40.6% | $12,689-22.1% | $13,398-26.2% |