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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 | $188,315 | $227,399-17.2% | $189,758-0.8% | $198,609-5.2% |
| Participation rate | 93.3% | 84.0%+9.3pp | 79.8%+13.5pp | 82.4%+11.0pp |
| Annual return | 12.51% | 61.03%-48.5pp | 52.62%-40.1pp | 202.70%-190.2pp |
| Employer contribution / active EE | $9,448 | $5,526+71.0% | $4,767+98.2% | $5,055+86.9% |
| Participant deferral / active EE | $5,946 | $6,837-13.0% | $5,856+1.5% | $6,977-14.8% |
| Admin fee / account holder | $303 | $25,162-98.8% | $20,388-98.5% | $19,030-98.4% |