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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 | $183,592-20.8% | $155,567-6.5% | $145,959-0.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 67.61% | 61.24%+6.4pp | 64.74%+2.9pp | 561.95%-494.3pp |
| Employer contribution / active EE | $13,133 | $5,315+147.1% | $4,674+181.0% | $4,661+181.8% |
| Participant deferral / active EE | $9,748 | $6,464+50.8% | $5,628+73.2% | $6,689+45.7% |
| Admin fee / account holder | $5,691 | $19,318-70.5% | $15,916-64.2% | $13,398-57.5% |