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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 | $124,306 | $183,592-32.3% | $155,567-20.1% | $145,959-14.8% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 11.89% | 61.24%-49.3pp | 64.74%-52.8pp | 561.95%-550.1pp |
| Employer contribution / active EE | $2,255 | $5,315-57.6% | $4,674-51.8% | $4,661-51.6% |
| Participant deferral / active EE | $9,245 | $6,464+43.0% | $5,628+64.3% | $6,689+38.2% |
| Admin fee / account holder | $936 | $19,318-95.2% | $15,916-94.1% | $13,398-93.0% |