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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 | $152,019 | $160,040-5.0% | $147,096+3.3% | $145,877+4.2% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 9.83% | 98.49%-88.7pp | 419.75%-409.9pp | 551.28%-541.5pp |
| Employer contribution / active EE | $2,648 | $5,289-49.9% | $4,936-46.4% | $4,663-43.2% |
| Participant deferral / active EE | $5,648 | $8,429-33.0% | $8,071-30.0% | $6,691-15.6% |
| Admin fee / account holder | $573 | $15,050-96.2% | $13,005-95.6% | $13,402-95.7% |