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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 | $144,467 | $183,627-21.3% | $155,602-7.2% | $145,978-1.0% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 14.54% | 61.32%-46.8pp | 64.81%-50.3pp | 550.52%-536.0pp |
| Employer contribution / active EE | $9,635 | $5,316+81.2% | $4,675+106.1% | $4,662+106.7% |
| Participant deferral / active EE | $8,299 | $6,466+28.3% | $5,629+47.4% | $6,690+24.1% |
| Admin fee / account holder | $1,563 | $19,327-91.9% | $15,923-90.2% | $13,400-88.3% |