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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 | $141,736 | $183,539-22.8% | $155,556-8.9% | $145,897-2.9% |
| Participation rate | 82.4% | 82.7%-0.4pp | 78.2%+4.1pp | 80.3%+2.0pp |
| Annual return | 9.49% | 61.31%-51.8pp | 64.84%-55.4pp | 552.29%-542.8pp |
| Employer contribution / active EE | $1,910 | $5,315-64.1% | $4,675-59.1% | $4,663-59.0% |
| Participant deferral / active EE | $4,770 | $6,467-26.2% | $5,631-15.3% | $6,689-28.7% |
| Admin fee / account holder | $624 | $19,275-96.8% | $15,885-96.1% | $13,390-95.3% |