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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 | $138,700 | $183,516-24.4% | $155,534-10.8% | $145,884-4.9% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 14.06% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.8pp |
| Employer contribution / active EE | $4,619 | $5,315-13.1% | $4,675-1.2% | $4,662-0.9% |
| Participant deferral / active EE | $3,295 | $6,467-49.0% | $5,630-41.5% | $6,690-50.7% |
| Admin fee / account holder | $31,334 | $19,293+62.4% | $15,900+97.1% | $13,392+134.0% |