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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 | $145,178 | $183,627-20.9% | $155,602-6.7% | $145,978-0.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.07% | 61.32%-48.2pp | 64.81%-51.7pp | 550.52%-537.4pp |
| Employer contribution / active EE | $5,724 | $5,316+7.7% | $4,675+22.4% | $4,662+22.8% |
| Participant deferral / active EE | $17,465 | $6,466+170.1% | $5,629+210.3% | $6,690+161.1% |
| Admin fee / account holder | $1,192 | $19,327-93.8% | $15,923-92.5% | $13,400-91.1% |