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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 | $125,148 | $183,539-31.8% | $155,556-19.5% | $145,897-14.2% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 16.27% | 61.31%-45.0pp | 64.84%-48.6pp | 552.29%-536.0pp |
| Employer contribution / active EE | $4,857 | $5,315-8.6% | $4,675+3.9% | $4,663+4.2% |
| Participant deferral / active EE | $5,559 | $6,467-14.0% | $5,631-1.3% | $6,689-16.9% |
| Admin fee / account holder | $315 | $19,275-98.4% | $15,885-98.0% | $13,390-97.6% |