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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 | $151,227 | $112,112+34.9% | $95,956+57.6% | $158,950-4.9% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 9.21% | 171.15%-161.9pp | 91.63%-82.4pp | 302.91%-293.7pp |
| Employer contribution / active EE | $1,332 | $3,199-58.3% | $2,541-47.6% | $4,762-72.0% |
| Participant deferral / active EE | $4,982 | $4,784+4.1% | $4,167+19.6% | $5,983-16.7% |
| Admin fee / account holder | $4,809 | $10,134-52.5% | $6,797-29.2% | $11,248-57.2% |