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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 | $162,422 | $154,159+5.4% | $130,026+24.9% | $139,456+16.5% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.5%+16.5pp | 80.3%+14.7pp |
| Annual return | 11.90% | 32.50%-20.6pp | -137.26%+149.2pp | 373.45%-361.6pp |
| Employer contribution / active EE | $6,449 | $5,292+21.9% | $4,321+49.2% | $4,753+35.7% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,717 | $14,001-80.6% | $10,608-74.4% | $11,407-76.2% |