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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 | $151,388 | $160,028-5.4% | $147,080+2.9% | $145,884+3.8% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 16.56% | 98.60%-82.0pp | 420.17%-403.6pp | 551.85%-535.3pp |
| Employer contribution / active EE | $4,326 | $5,286-18.2% | $4,933-12.3% | $4,662-7.2% |
| Participant deferral / active EE | $9,226 | $8,422+9.5% | $8,066+14.4% | $6,690+37.9% |
| Admin fee / account holder | $11,863 | $15,030-21.1% | $12,989-8.7% | $13,392-11.4% |