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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 | $146,196 | $157,304-7.1% | $141,197+3.5% | $152,909-4.4% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.5%+10.9pp |
| Annual return | 25.43% | 64.34%-38.9pp | 71.41%-46.0pp | 345.46%-320.0pp |
| Employer contribution / active EE | $8,695 | $5,263+65.2% | $4,736+83.6% | $4,764+82.5% |
| Participant deferral / active EE | $9,063 | $7,111+27.4% | $6,710+35.1% | $5,851+54.9% |
| Admin fee / account holder | $1,245 | $12,126-89.7% | $10,265-87.9% | $11,601-89.3% |