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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 | $143,843 | $160,040-10.1% | $147,096-2.2% | $145,877-1.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.30% | 98.49%-87.2pp | 419.75%-408.5pp | 551.28%-540.0pp |
| Employer contribution / active EE | $5,090 | $5,289-3.8% | $4,936+3.1% | $4,663+9.1% |
| Participant deferral / active EE | $9,431 | $8,429+11.9% | $8,071+16.8% | $6,691+41.0% |
| Admin fee / account holder | $1,841 | $15,050-87.8% | $13,005-85.8% | $13,402-86.3% |