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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 | $176,463 | $183,539-3.9% | $155,556+13.4% | $145,897+20.9% |
| Participation rate | 92.9% | 82.7%+10.1pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 12.02% | 61.31%-49.3pp | 64.84%-52.8pp | 552.29%-540.3pp |
| Employer contribution / active EE | $9,080 | $5,315+70.8% | $4,675+94.2% | $4,663+94.7% |
| Participant deferral / active EE | $12,098 | $6,467+87.1% | $5,631+114.9% | $6,689+80.9% |
| Admin fee / account holder | $13,361 | $19,275-30.7% | $15,885-15.9% | $13,390-0.2% |