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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 | $156,747 | $157,276-0.3% | $141,177+11.0% | $152,885+2.5% |
| Participation rate | 95.2% | 84.8%+10.4pp | 82.5%+12.8pp | 82.5%+12.8pp |
| Annual return | 21.52% | 64.33%-42.8pp | 71.40%-49.9pp | 345.39%-323.9pp |
| Employer contribution / active EE | $3,092 | $5,262-41.2% | $4,736-34.7% | $4,763-35.1% |
| Participant deferral / active EE | $7,929 | $7,110+11.5% | $6,710+18.2% | $5,851+35.5% |
| Admin fee / account holder | $7,031 | $12,123-42.0% | $10,263-31.5% | $11,598-39.4% |