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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 | $125,978 | $183,516-31.4% | $155,534-19.0% | $145,884-13.6% |
| Participation rate | 93.8% | 82.7%+11.0pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 14.64% | 61.43%-46.8pp | 64.92%-50.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $4,671 | $5,315-12.1% | $4,675-0.1% | $4,662+0.2% |
| Participant deferral / active EE | $4,440 | $6,467-31.3% | $5,630-21.1% | $6,690-33.6% |
| Admin fee / account holder | $714 | $19,293-96.3% | $15,900-95.5% | $13,392-94.7% |