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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 | $145,707 | $148,623-2.0% | $135,974+7.2% | $139,466+4.5% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 18.44% | 79.30%-60.9pp | 68.30%-49.9pp | 373.66%-355.2pp |
| Employer contribution / active EE | $1,734 | $5,246-67.0% | $4,859-64.3% | $4,754-63.5% |
| Participant deferral / active EE | $6,306 | $8,103-22.2% | $7,760-18.7% | $6,712-6.1% |
| Admin fee / account holder | $589 | $12,406-95.2% | $10,767-94.5% | $11,409-94.8% |