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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 | $183,592-22.8% | $155,574-8.9% | $145,877-2.8% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.1pp | 80.3%+2.1pp |
| Annual return | 9.49% | 61.37%-51.9pp | 64.87%-55.4pp | 551.28%-541.8pp |
| Employer contribution / active EE | $1,910 | $5,317-64.1% | $4,676-59.1% | $4,663-59.0% |
| Participant deferral / active EE | $4,770 | $6,466-26.2% | $5,629-15.3% | $6,691-28.7% |
| Admin fee / account holder | $624 | $19,316-96.8% | $15,914-96.1% | $13,402-95.3% |