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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 | $145,929 | $183,539-20.5% | $155,556-6.2% | $145,8970% |
| Participation rate | 95.2% | 82.7%+12.5pp | 78.2%+17.0pp | 80.3%+14.9pp |
| Annual return | 12.69% | 61.31%-48.6pp | 64.84%-52.2pp | 552.29%-539.6pp |
| Employer contribution / active EE | $6,571 | $5,315+23.6% | $4,675+40.5% | $4,663+40.9% |
| Participant deferral / active EE | $6,294 | $6,467-2.7% | $5,631+11.8% | $6,689-5.9% |
| Admin fee / account holder | $653 | $19,275-96.6% | $15,885-95.9% | $13,390-95.1% |