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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 | $150,470 | $181,062-16.9% | $158,223-4.9% | $155,188-3.0% |
| Participation rate | 93.3% | 82.7%+10.7pp | 79.2%+14.1pp | 80.8%+12.5pp |
| Annual return | 18.82% | 57.39%-38.6pp | 52.09%-33.3pp | 148.84%-130.0pp |
| Employer contribution / active EE | $10,539 | $4,565+130.9% | $4,109+156.5% | $4,248+148.1% |
| Participant deferral / active EE | $5,940 | $6,134-3.2% | $5,467+8.7% | $6,531-9.1% |
| Admin fee / account holder | $3,153 | $18,825-83.2% | $16,047-80.3% | $14,480-78.2% |