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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 | $146,566 | $183,592-20.2% | $155,567-5.8% | $145,959+0.4% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 9.62% | 61.24%-51.6pp | 64.74%-55.1pp | 561.95%-552.3pp |
| Employer contribution / active EE | $2,845 | $5,315-46.5% | $4,674-39.1% | $4,661-39.0% |
| Participant deferral / active EE | $6,949 | $6,464+7.5% | $5,628+23.5% | $6,689+3.9% |
| Admin fee / account holder | $77,938 | $19,318+303.4% | $15,916+389.7% | $13,398+481.7% |