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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 | $139,829 | $135,645+3.1% | $110,243+26.8% | $135,379+3.3% |
| Participation rate | 94.4% | 83.5%+11.0pp | 79.8%+14.6pp | 82.6%+11.8pp |
| Annual return | 4.04% | 513.24%-509.2pp | 314.76%-310.7pp | 519.79%-515.7pp |
| Employer contribution / active EE | $9,742 | $4,907+98.5% | $3,827+154.6% | $4,779+103.9% |
| Participant deferral / active EE | $2,181 | $5,507-60.4% | $4,672-53.3% | $5,609-61.1% |
| Admin fee / account holder | $1,487 | $11,458-87.0% | $8,548-82.6% | $10,828-86.3% |