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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 | $153,907 | $159,934-3.8% | $147,005+4.7% | $145,959+5.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.47% | 98.24%-86.8pp | 418.76%-407.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $2,286 | $5,287-56.8% | $4,934-53.7% | $4,661-51.0% |
| Participant deferral / active EE | $14,261 | $8,427+69.2% | $8,070+76.7% | $6,689+113.2% |
| Admin fee / account holder | $1,076 | $15,053-92.9% | $13,006-91.7% | $13,398-92.0% |