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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 | $145,750 | $176,077-17.2% | $159,455-8.6% | $167,518-13.0% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 25.07% | 331.83%-306.8pp | 263.63%-238.6pp | 478.71%-453.6pp |
| Employer contribution / active EE | $2,773 | $5,298-47.7% | $4,830-42.6% | $4,838-42.7% |
| Participant deferral / active EE | $7,214 | $7,751-6.9% | $7,353-1.9% | $6,342+13.8% |
| Admin fee / account holder | $706 | $12,556-94.4% | $10,800-93.5% | $12,312-94.3% |