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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 | $155,131 | $209,425-25.9% | $178,499-13.1% | $158,966-2.4% |
| Participation rate | 90.9% | 86.4%+4.6pp | 81.9%+9.0pp | 82.0%+8.9pp |
| Annual return | 21.18% | 188.80%-167.6pp | 151.10%-129.9pp | 302.95%-281.8pp |
| Employer contribution / active EE | $2,489 | $5,707-56.4% | $5,011-50.3% | $4,762-47.7% |
| Participant deferral / active EE | $6,318 | $5,955+6.1% | $5,202+21.4% | $5,983+5.6% |
| Admin fee / account holder | $3,186 | $17,078-81.3% | $13,986-77.2% | $11,250-71.7% |