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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 | $145,521 | $166,268-12.5% | $165,100-11.9% | $145,897-0.3% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 16.16% | 100.52%-84.4pp | 70.21%-54.1pp | 552.29%-536.1pp |
| Employer contribution / active EE | $13,295 | $5,284+151.6% | $4,348+205.8% | $4,663+185.1% |
| Participant deferral / active EE | $7,969 | $6,964+14.4% | $6,035+32.0% | $6,689+19.1% |
| Admin fee / account holder | $6,382 | $16,659-61.7% | $12,696-49.7% | $13,390-52.3% |