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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 | $183,539-20.1% | $155,556-5.8% | $145,897+0.5% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 9.62% | 61.31%-51.7pp | 64.84%-55.2pp | 552.29%-542.7pp |
| Employer contribution / active EE | $2,845 | $5,315-46.5% | $4,675-39.2% | $4,663-39.0% |
| Participant deferral / active EE | $6,949 | $6,467+7.4% | $5,631+23.4% | $6,689+3.9% |
| Admin fee / account holder | $77,938 | $19,275+304.4% | $15,885+390.6% | $13,390+482.0% |