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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 | $122,538 | $154,193-20.5% | $130,045-5.8% | $139,466-12.1% |
| Participation rate | 95.2% | 82.0%+13.3pp | 78.5%+16.7pp | 80.3%+14.9pp |
| Annual return | 14.81% | 32.51%-17.7pp | -137.30%+152.1pp | 373.66%-358.9pp |
| Employer contribution / active EE | $4,214 | $5,292-20.4% | $4,321-2.5% | $4,754-11.4% |
| Participant deferral / active EE | $8,218 | $6,709+22.5% | $5,820+41.2% | $6,712+22.4% |
| Admin fee / account holder | $9,342 | $13,989-33.2% | $10,600-11.9% | $11,409-18.1% |