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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 | $155,370 | $152,619+1.8% | $125,195+24.1% | $152,909+1.6% |
| Participation rate | 93.3% | 83.3%+10.0pp | 79.8%+13.6pp | 82.5%+10.9pp |
| Annual return | 18.85% | 54.85%-36.0pp | 43.79%-24.9pp | 345.46%-326.6pp |
| Employer contribution / active EE | $12,375 | $4,947+150.1% | $3,866+220.1% | $4,764+159.8% |
| Participant deferral / active EE | $9,444 | $5,869+60.9% | $4,937+91.3% | $5,851+61.4% |
| Admin fee / account holder | $679 | $13,437-94.9% | $9,704-93.0% | $11,601-94.1% |