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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 | $145,429 | $135,639+7.2% | $110,241+31.9% | $135,382+7.4% |
| Participation rate | 94.1% | 83.5%+10.7pp | 79.8%+14.3pp | 82.6%+11.5pp |
| Annual return | 9.45% | 513.21%-503.8pp | 314.75%-305.3pp | 519.77%-510.3pp |
| Employer contribution / active EE | $6,176 | $4,907+25.9% | $3,827+61.4% | $4,779+29.2% |
| Participant deferral / active EE | $4,995 | $5,507-9.3% | $4,672+6.9% | $5,609-11.0% |
| Admin fee / account holder | $2,903 | $11,457-74.7% | $8,548-66.0% | $10,829-73.2% |