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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 | $139,428 | $166,242-16.1% | $165,071-15.5% | $145,884-4.4% |
| Participation rate | 95.7% | 82.0%+13.6pp | 78.6%+17.0pp | 80.3%+15.3pp |
| Annual return | 12.39% | 100.44%-88.1pp | 70.17%-57.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $7,348 | $5,283+39.1% | $4,347+69.0% | $4,662+57.6% |
| Participant deferral / active EE | $4,045 | $6,964-41.9% | $6,035-33.0% | $6,690-39.5% |
| Admin fee / account holder | $1,583 | $16,658-90.5% | $12,695-87.5% | $13,392-88.2% |