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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 | $145,414 | $183,539-20.8% | $155,556-6.5% | $145,897-0.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 67.61% | 61.31%+6.3pp | 64.84%+2.8pp | 552.29%-484.7pp |
| Employer contribution / active EE | $13,133 | $5,315+147.1% | $4,675+180.9% | $4,663+181.7% |
| Participant deferral / active EE | $9,748 | $6,467+50.7% | $5,631+73.1% | $6,689+45.7% |
| Admin fee / account holder | $5,691 | $19,275-70.5% | $15,885-64.2% | $13,390-57.5% |