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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 | $180,992 | $227,399-20.4% | $189,758-4.6% | $198,609-8.9% |
| Participation rate | 89.5% | 84.0%+5.5pp | 79.8%+9.7pp | 82.4%+7.1pp |
| Annual return | 10.73% | 61.03%-50.3pp | 52.62%-41.9pp | 202.70%-192.0pp |
| Employer contribution / active EE | $2,146 | $5,526-61.2% | $4,767-55.0% | $5,055-57.5% |
| Participant deferral / active EE | $5,482 | $6,837-19.8% | $5,856-6.4% | $6,977-21.4% |
| Admin fee / account holder | $3,155 | $25,162-87.5% | $20,388-84.5% | $19,030-83.4% |