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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 | $166,131-12.4% | $164,975-11.8% | $145,877-0.2% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 16.16% | 100.37%-84.2pp | 70.12%-54.0pp | 551.28%-535.1pp |
| Employer contribution / active EE | $13,295 | $5,276+152.0% | $4,343+206.2% | $4,663+185.1% |
| Participant deferral / active EE | $7,969 | $6,962+14.5% | $6,033+32.1% | $6,691+19.1% |
| Admin fee / account holder | $6,382 | $16,648-61.7% | $12,688-49.7% | $13,402-52.4% |