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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 | $139,845 | $166,089-15.8% | $164,928-15.2% | $145,978-4.2% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.2pp |
| Annual return | 12.11% | 100.26%-88.1pp | 70.08%-58.0pp | 550.52%-538.4pp |
| Employer contribution / active EE | $5,594 | $5,276+6.0% | $4,343+28.8% | $4,662+20.0% |
| Participant deferral / active EE | $8,843 | $6,961+27.0% | $6,034+46.6% | $6,690+32.2% |
| Admin fee / account holder | $322 | $16,641-98.1% | $12,684-97.5% | $13,400-97.6% |