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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 | $139,464 | $148,623-6.2% | $135,974+2.6% | $139,4660% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 16.97% | 79.30%-62.3pp | 68.30%-51.3pp | 373.66%-356.7pp |
| Employer contribution / active EE | $9,461 | $5,246+80.3% | $4,859+94.7% | $4,754+99.0% |
| Participant deferral / active EE | $12,504 | $8,103+54.3% | $7,760+61.1% | $6,712+86.3% |
| Admin fee / account holder | $1,267 | $12,406-89.8% | $10,767-88.2% | $11,409-88.9% |