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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 | $183,627-31.8% | $155,602-19.6% | $145,978-14.3% |
| Participation rate | 94.4% | 82.7%+11.8pp | 78.2%+16.2pp | 80.3%+14.2pp |
| Annual return | 16.27% | 61.32%-45.0pp | 64.81%-48.5pp | 550.52%-534.3pp |
| Employer contribution / active EE | $4,857 | $5,316-8.6% | $4,675+3.9% | $4,662+4.2% |
| Participant deferral / active EE | $5,559 | $6,466-14.0% | $5,629-1.2% | $6,690-16.9% |
| Admin fee / account holder | $315 | $19,327-98.4% | $15,923-98.0% | $13,400-97.6% |