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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% | $155,574-6.3% | $145,877-0.1% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 18.61% | 61.37%-42.8pp | 64.87%-46.3pp | 551.28%-532.7pp |
| Employer contribution / active EE | $9,774 | $5,317+83.8% | $4,676+109.0% | $4,663+109.6% |
| Participant deferral / active EE | $13,015 | $6,466+101.3% | $5,629+131.2% | $6,691+94.5% |
| Admin fee / account holder | $1,030 | $19,316-94.7% | $15,914-93.5% | $13,402-92.3% |