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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 | $166,242-9.5% | $165,071-8.9% | $145,884+3.1% |
| Participation rate | 95.5% | 82.0%+13.4pp | 78.6%+16.8pp | 80.3%+15.2pp |
| Annual return | 19.63% | 100.44%-80.8pp | 70.17%-50.5pp | 551.85%-532.2pp |
| Employer contribution / active EE | $7,771 | $5,283+47.1% | $4,347+78.8% | $4,662+66.7% |
| Participant deferral / active EE | $6,545 | $6,964-6.0% | $6,035+8.4% | $6,690-2.2% |
| Admin fee / account holder | $9,890 | $16,658-40.6% | $12,695-22.1% | $13,392-26.1% |