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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 | $183,539-20.6% | $155,556-6.3% | $145,897-0.1% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 18.61% | 61.31%-42.7pp | 64.84%-46.2pp | 552.29%-533.7pp |
| Employer contribution / active EE | $9,774 | $5,315+83.9% | $4,675+109.0% | $4,663+109.6% |
| Participant deferral / active EE | $13,015 | $6,467+101.3% | $5,631+131.1% | $6,689+94.6% |
| Admin fee / account holder | $1,030 | $19,275-94.7% | $15,885-93.5% | $13,390-92.3% |