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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 | $145,760 | $183,592-20.6% | $155,567-6.3% | $145,959-0.1% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 18.61% | 61.24%-42.6pp | 64.74%-46.1pp | 561.95%-543.3pp |
| Employer contribution / active EE | $9,774 | $5,315+83.9% | $4,674+109.1% | $4,661+109.7% |
| Participant deferral / active EE | $13,015 | $6,464+101.3% | $5,628+131.3% | $6,689+94.6% |
| Admin fee / account holder | $1,030 | $19,318-94.7% | $15,916-93.5% | $13,398-92.3% |