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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 | $151,093 | $183,592-17.7% | $155,574-2.9% | $145,877+3.6% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 12.89% | 61.37%-48.5pp | 64.87%-52.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $7,716 | $5,317+45.1% | $4,676+65.0% | $4,663+65.5% |
| Participant deferral / active EE | $5,072 | $6,466-21.6% | $5,629-9.9% | $6,691-24.2% |
| Admin fee / account holder | $6,599 | $19,316-65.8% | $15,914-58.5% | $13,402-50.8% |