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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 | $157,019 | $183,592-14.5% | $155,574+0.9% | $145,877+7.6% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 12.24% | 61.37%-49.1pp | 64.87%-52.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $6,412 | $5,317+20.6% | $4,676+37.1% | $4,663+37.5% |
| Participant deferral / active EE | $2,981 | $6,466-53.9% | $5,629-47.0% | $6,691-55.4% |
| Admin fee / account holder | $842 | $19,316-95.6% | $15,914-94.7% | $13,402-93.7% |