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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 | $139,284 | $154,193-9.7% | $130,045+7.1% | $139,466-0.1% |
| Participation rate | 95.2% | 82.0%+13.3pp | 78.5%+16.7pp | 80.3%+14.9pp |
| Annual return | 19.89% | 32.51%-12.6pp | -137.30%+157.2pp | 373.66%-353.8pp |
| Employer contribution / active EE | $9,490 | $5,292+79.3% | $4,321+119.6% | $4,754+99.6% |
| Participant deferral / active EE | $9,304 | $6,709+38.7% | $5,820+59.9% | $6,712+38.6% |
| Admin fee / account holder | $1,307 | $13,989-90.7% | $10,600-87.7% | $11,409-88.5% |