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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 | $139,377 | $183,592-24.1% | $155,574-10.4% | $145,877-4.5% |
| Participation rate | 94.7% | 82.7%+12.0pp | 78.2%+16.5pp | 80.3%+14.4pp |
| Annual return | 12.78% | 61.37%-48.6pp | 64.87%-52.1pp | 551.28%-538.5pp |
| Employer contribution / active EE | $6,758 | $5,317+27.1% | $4,676+44.5% | $4,663+44.9% |
| Participant deferral / active EE | $5,204 | $6,466-19.5% | $5,629-7.6% | $6,691-22.2% |
| Admin fee / account holder | $112,896 | $19,316+484.5% | $15,914+609.4% | $13,402+742.4% |