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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 | $148,232 | $159,934-7.3% | $147,005+0.8% | $145,959+1.6% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 11.22% | 98.24%-87.0pp | 418.76%-407.5pp | 561.95%-550.7pp |
| Employer contribution / active EE | $6,944 | $5,287+31.3% | $4,934+40.7% | $4,661+49.0% |
| Participant deferral / active EE | $8,763 | $8,427+4.0% | $8,070+8.6% | $6,689+31.0% |
| Admin fee / account holder | $779 | $15,053-94.8% | $13,006-94.0% | $13,398-94.2% |